美联储的“阳谋”：大通胀下的资产配置徐远北京大学2022.06.26鲍威尔很害怕？Q121QE wont causeinflationQ221Some inflation buttransitoryOk high inflation butQ321we are peaking50BPS75BPSRATE HIKEOk inflation maybe nottransitory but job market.RATE HIKERECESSIONQ421wage growth very strongA貂孔Need to hike aggressively toQ122curb inflation but no worrieseconomy very strong and softlanding possibleQ222Negative growth in Q1but no recession riskI-Ok recession coming62Q322but you willnot lose your homeOk you may lose yourQ422home but you wontstarve to death
