J.P. Morgan Chase Strategy 师Kolanovic:美国1970s式滞胀可能新来

2024-02-22 02:57:16

Sina 财经讯 Morgan 大通的策略师Marko Kolanovic表示,近期消费者价格和生产者价格的回升,令美国经济乐观情绪Meng上阴影,投资者的论调可能从预期"金发女"情境转变为回归1970年代的"滞胀"。 In his complaint, he said that it is not surprising that the stock market is booming, the market is eating in the market, and immigration and government spending are high. Previously, in 1967-1980, the stock market was flat, and the securities and credit market were running around. 这与当前时代有很Long相似之处。他表示,美国已经经历一轮通胀了,当前问题是:在继续维持当前方針情况下,能否避免第二轮通胀?

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