大摩的东西

Deglobalization: In the past decade, globally optimized supply chains helped to check price inflation. Now, the COVID-19 pandemic has likely sped up a shift toward deglobalization that could return supply chains to the U.S., which could contribute to consumer price inflation.
Deficits: Federal debt and deficits are exploding in the wake of unprecedented amounts of stimulus meant to counter pandemic disruptions. With the Fed essentially buying new government debt, dramatic growth in the money supply could be inflationary.
Dollar debasement: More stimulus to keep long- and short-term rates low would likely drive inflation through further declines in the value of the dollar against other major currencies.
Demographics: More Baby Boomers are retiring, and the hiring of Millennials and Gen Z has accelerated, creating conditions for a wealth transfer to a younger workforce entering its peak spending years.

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• 除了第一点别的在定性上大致对，美国这两年贸易逆差不断新高，去国际化不可能，除非世界给美国断奶 -_学无止境- ♂ (104 bytes) () 06/06/2021 postreply 08:25:09