朱淑银
2022-07-14
不断学习才能进步
@吴家琦:
A repricing of inflation expectations upward will add volatility and downside to Asia ex-Japan investment grade bonds. Despite a correction in commodity prices, inflation is likely to remain elevated in the coming months and may push inflation expectations, and yields, up. Especially as inflation shifts to sticky segments like services. Terminal inflation rate may be higher than current expectations, in line with previous stagflationary periods.
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