宝盛:气候驱动的通胀是关注关键,而不仅是厄尔尼诺

智通财经
Jul 07
【宝盛:气候驱动的通胀是关注关键,而不仅是厄尔尼诺】瑞士宝盛的Carsten Menke在一份报告中写道,关注气候变化对通胀的更广泛影响,比仅仅关注厄尔尼诺的影响更为重要。Menke说:“尽管这引发了对食品通胀的担忧,但没有明确证据表明厄尔尼诺在结构上推高了价格。”Menke补充说,从历史上看,与厄尔尼诺无关的干旱推高了价格,能源价格上涨也是如此,这表明多种因素的混合可能会损害全球的农业生产。Menke说,在极端天气风险上升的背景下,气候变化驱动的通胀可能会变得更加突出,但这是否意味着食品价格波动更大或持久走高,仍有待观察。

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