我们不能完全说市场的降息是错误的，但这与当前的经济预期非常矛盾，因为市场并不认为经济会衰退。现在我感觉很多指标的预期很多都是他们各自的估计。当然，除非温和的下降也能让今年的通胀快速下降，但这很难做到，而且通胀也不会那么容易解决，至少历史上的通胀都是非常粘性的。
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