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阿简在路上
这轮全球央行的逻辑很像1970年代：能源价格上涨、通胀重新抬头、央行不敢快速降息、经济增长却未必强劲，这就是典型的供给冲击困境。所以现在最危险的组合不是单纯高油价，是持续时间足够长的高油价最终会把通胀从能源端传到工资和服务
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