“the authors think that even with the recession coming we are going to be living with inflation yes it will eventually cool once spending patterns normalize but it is likely to exist above policy targets for years”Coin Bureau, dẫn lời nguồn khác: Lạm phát sẽ tăng
Được nói ngày 25/12/2022, tại 12:09 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
focus on inflation has come at the expense of growth and jobs more specifically the restrictive monetary policies of central banks are leading to more damage than the inflation itself while they acknowledged that the quote politics of inflation has taken over the narrative this could soon shift to the politics of recession if the central banks and politicians go too far it's for this reason that they think central banks will struggle to bring inflation back down to the two percent Target hence the authors think that even with the recession coming we are going to be living with inflation yes it will eventually cool once spending patterns normalize but it is likely to exist above policy targets for years in terms of asset allocation they think that this environment warrants inflation-linked bonds and other real assets the reason for this is because they think that the market expectations for inflation have always underestimated it you can see this in the chart over here where the median analyst expectations were projected out in 2020 2021 and 2022 in an environment where the market always underestimates future inflation you want to be in assets with inflation protection on the next page over
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