全球化有助于遏制通胀,反之则会推高通胀。通胀有可能徘徊在 4% 左右并拒绝进一步下降,这可能会使美联储陷入困境,并削弱今年降息的希望。 预计欧洲央行和英国央行本周将加息 50 个基点。这可能会阻止美联储过于鸽派。 普遍上美国应该会加息 25 个基点。$Dow.US

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