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美 超宽松 货币政策接近尾声? _ 东方财富网

   Taper是下半年的主要矛盾   市场对通胀的担忧阶段性消退。6月10日,美国5月CPI数据公布,同比增长5%,高于市场预期的4.7%,并创2008年8月以来最大涨幅;核心CPI同比增长3.8%,高于市场预期的3.5%。这也是CPI数据连续第二个月超预期上行。   通胀数据公布后,美国10年期国债收益率小幅反弹至1.50%以上,但很快下降跌破1.45%,触及3月初以来最低水平。从近期美债收益率的下行不难看出,表征紧缩预期的实际利率水平变动并不大,而各期限隐含通胀预期持续下行从而带动名义利率的下行。这表明市场阶段性地接受了美联储的说辞,即“通胀是暂时性的”,继而降低了美联储迅速收紧货币政策的担忧。    为何市场会妥协美联储的“一次性”说辞   从PPI角度来看,本轮大宗上涨确实是供给受限叠加需求旺盛导致。全球疫情按照中国 美

Workers and students push back against mandatory coronavirus vaccinations

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Jeff Zients, U S COVID-19 coordinator, says door-to-door effort has been misconstrued

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Jeff Zients, U S COVID-19 coordinator, says door-to-door effort has been misconstrued

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