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背离。
2022-11-08

$NQ100指数主连 2212(NQmain)$夜深了，写点鬼故事。两张图论述2020以来美通胀的传导过程以及去年老鲍一直声称的通胀暂时论的缘由。

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背离。
·2022-11-10
继二手车，能源，食品的同比涨幅回落，理论上顽固的住宅市场和租金也松动了。图2意思是5年期和10年期长端通胀预期早在去年成为老鲍暂时论的逻辑，今年也在2季度见顶。市场交易的是短端通胀起落和终值利率，可惜2季度我还是过于激进的犯了经验错误。
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博灏资本
·2022-11-08
啥意思
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