“banks have finally admitted that inflation will probably be high this year, high enough to outpace wage growth, which means the real wage growth will probably again this year be negative.”Andrei Jikh, dẫn lời nguồn khác: Lạm phát sẽ tăng
Được nói ngày 14/03/2022, tại 7:14 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.
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Ngữ cảnh xung quanh
growth, that increases the odds of a recession. Bank of America also released a study that shows if real wage growth is negative until the summer of this year, the odds of a recession would increase substantially. This is because when you notice that your income is going down, you say, "Wait a minute, even though I got a pay raise, I'm still spending way more money than I used to. I better cut back and start saving." Anytime you cut back spending, you contribute to the slowed growth of the economy. Also, banks have finally admitted that inflation will probably be high this year, high enough to outpace wage growth, which means the real wage growth will probably again this year be negative. Now, the truth is wage growth and inflation by themselves can't predict a recession, but they're still a risk, so I'll add another 10% to our recession total. And the fourth thing that can predict a recession is a shock to commodity prices. This is kind of crazy, but history shows us anytime the price of a commodity like oil goes up above its average, the higher the likelihood of a recession is. Now, the word to remember here is something called Brent crude oil. Brent crude oil is a light crude oil, which
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