美国四月 CPI 4.2%

[op97]

ECONOMY

Inflation surges in April as consumer prices leap 4.2%, fastest since 2008​

 

[冬暖]

会升息了么？

 

[PAL]

非常可能

 

[op97]

会升息了么？

应该是升息的必要前提。3%那个阶段停都没停，直接上4%，来势凶猛。

 

[op97]

昨天去COSTCO，买大盒的麦片第一次在10块钱以上。一叶知秋。

 

[阿土仔]

非常可能

黄金、股市齐跌......

 

[ottawa_tj]

房价涨？还是跌？

 

[billwanhua]

As the U.S. economy restarts from the pandemic, parts of it are severely broken

Manufacturers are struggling to catch up with a jolt in demand amid supply crunches in components and raw materials

www.cnbc.com

美国什么都缺，印度也垮了，还要依靠中国出口
The country faces major shortages in everything from labor to semiconductors, lumber and packaging materials.

 

[寻找尼莫]

加息还早着呢，现在FED还在放水购债，顺序应该是首先停止购债，然后才会讨论加息。

 

[春夏秋鼕]

美联储诚恳地说过保持利率至2023年，这么快顶不住了。。。

 

[PAL]

房价涨？还是跌？

只要加息，一定跌

 

[billwanhua]

加息也控制不住物价，目前美国什么都缺。生产停久了，连包装材料都缺，夏天游泳池也没有消毒的，可能都开放不了。
其他国家利息加到10%，甚至50%都解决不了通胀。

 

[贾和平]

Fed still purchases $80 B Treasuries+ $ 40 B mortgage securities every month. Until now it has no plan to reduce the purchase, but Fed can change its mind like politicians any time. Don't we forget what Fed said in October 2018 then suddenly change from hiking to cutting in December 2018?

Wait for Fed to start to reduce asset purchase to zero( taping) step bt step, then think about rate hiking.

 

[pido]

过去所有印出的美元中有五分之一都2020年印的，而美元的流动性降到疫情之前的10%以下。可以预见，2021年的inflation远远不止4%而是8%以上，在流动性不恢复之前，美联储应该不会调高利率吧。现在是历史上从未碰到过的状态。