伊朗战事延宕至今已逾一个半月,其外溢效应正通过多重渠道向美国经济渗透文|杨子荣 徐奇渊编辑|王延春近期,美伊地缘冲突持续发酵,其对美国宏观经济的溢出效应已初步显现。市场愈发担忧本轮地缘动荡是否会触发第四次石油危机,并再次将美国经济拖入衰退。不过,得益于页岩油革命带来的能源结构逆转以及宏观经济能源强度的显著下降,美国重演20世纪70年代式深度滞胀的概率已大幅降低。这并不意味着美国不存在衰退风险,...
Source Link伊朗战事延宕至今已逾一个半月,其外溢效应正通过多重渠道向美国经济渗透文|杨子荣 徐奇渊编辑|王延春近期,美伊地缘冲突持续发酵,其对美国宏观经济的溢出效应已初步显现。市场愈发担忧本轮地缘动荡是否会触发第四次石油危机,并再次将美国经济拖入衰退。不过,得益于页岩油革命带来的能源结构逆转以及宏观经济能源强度的显著下降,美国重演20世纪70年代式深度滞胀的概率已大幅降低。这并不意味着美国不存在衰退风险,...
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