“the authors note that these debts have put limits on fiscal and monetary policy tools the bis also sees inflation as a risk specifically inflation coming from a rising cost of goods caused by supply chain issues and inflation coming from a rising cost of Labor due to a shortage of Labor”Coin Bureau, dẫn lời nguồn khác: Lạm phát sẽ tăng
Được nói ngày 04/08/2024, tại 4:06 trong video.
Khung thời gian được kiểm chứng
Chỉ số giá tiêu dùng (CPI): Cục Thống kê Lao động Mỹ (BLS), qua FRED, số liệu công bố lần đầu. Vùng tô là khung thời gian được kiểm chứng; vùng xám là các giai đoạn suy thoái.
Kết quả ở từng khung thời gian
Hiển thị đủ mọi khung, không chọn khung có lợiDự báo của người khác — không chấm
Ngữ cảnh xung quanh
Market participants as you might have noticed most investors are expecting a soft Landing that is inflation will come down without unemployment going up or the economy slowing too much the authors seem to imply that this prediction is premature from the bis's perspective the biggest risk to a soft Landing is the UN fathomable amount of debt that's been taken on by the private sector AKA households and corporations and the public sector AKA governments the authors note that these debts have put limits on fiscal and monetary policy tools the bis also sees inflation as a risk specifically inflation coming from a rising cost of goods caused by supply chain issues and inflation coming from a rising cost of Labor due to a shortage of Labor not to brag but but this is exactly what we predicted will happen in our video about why globalism is dead and of course the authors acknowledg that a spike in commodity prices related to geopolitics could also cause a Resurgence in inflation and they say this quote the outcome so far has been surprisingly benign but tougher tests May lie ahead translation geopolitics could become more volatile for what it's worth the bis believes the banking system will
Lời của người nói được giữ nguyên văn và không bao giờ được dịch. Đường dẫn mở đúng giây đó trong video.
Thêm nhận định về Lạm phát
Graham Stephan, dẫn lời nguồn khác: một nhận định không rõ hướng
“they're now expecting interest rates to increase a little bit in 2026 before falling back down again in 2027 and once again in 2028. They also expect inflation to remain elevated at 3.6% throughout 2026 before eventually falling back down again.”
17/06/2026
Graham Stephan, dẫn lời nguồn khác: Lạm phát sẽ lên 3.6%
“They also expect inflation to remain elevated at 3.6% throughout 2026 before eventually falling back down again.”
17/06/2026
Graham Stephanmột nhận định đang được xem xét lại
“First, taxes are going up.”
01/06/2026
Graham Stephanmột nhận định không rõ hướng
“First, we could see inflation slowly subside and yields come back down on their own, or yields keep going up and eventually the Federal Reserve has to step in.”
18/05/2026
Graham Stephan, dẫn lời Goldman Sachs: Lạm phát — quanh mức 1%
“Goldman Sachs estimates that this would still push inflation up by 1% through mid-2026.”
20/04/2026
Coin Bureau, dẫn lời Federal Reserve: Lạm phát sẽ xuống 2.7%
“the Federal Reserve's recent summary of economic projections insists that inflation will magically settle at just 2.7% over the exact same time frame.”
09/04/2026