US CPI and Inflation Outlook in 2nd Half 2022

美国11月CPI同比增7.1%，创年内最小涨幅

法兴“大空头”：随着大宗商品暴跌，全球通胀可能在未来六个月转向通缩

“大空头”投资者迈克尔·伯里（Michael Burry）预测今年晚些时候通胀将放缓——美联储将改变方向并降息

怎样用原油价格预测通胀见顶

pc[#原油价格 会在通胀数据见顶6个星期之前见顶，因此观察原油价格走势是预测 #通胀见顶 时机的工具。]ce #checkafter6months Predicted By Jeff deGraaf, Renaissance Macro.

交易员给出“可怕”预期：美国CPI将连续4个月在9%附近！

El-Erian：说美国通胀已经见顶还为时过早

pc[那些认为 #美国通胀 #美国CPI 已经到 #顶部 的预测过于乐观了，因为七月份将发布的CPI有可能会超过之前的高点8.5%]ce Mohamed El-Erian, a Bloomberg Opinion contributor, says predictions that US inflation has peaked are premature, and is "worried" that next month's Consumer Price Index will exceed consensus estimates for May. "Those who boldly said inflation has peaked and is coming down may have to change their minds," he says on Bloomberg Television. "It wouldn't surprise me if we see a headline print that's much higher than 8.5% next month." #checkbyeom202207 Predicted By Mohamed El-Erian.

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