铁柱
@TiezhuCrypto
研究员，Crypto/美股/A股，长期跟踪美联储，宏观研究者。
Joined May 2022
1.9K Following 36.2K Followers
基本上是完全的同意。
@tdurie95 and I wrote about this about 3 months ago — when I explained why this inflation wave is transitory (using similar techniques) at during the IMF-WB spring meetings I was roundly panned.
If this inflation wave does fade in 27 as GS suggests below (a view we have held since 3 months ago), then we are 3 for 3 in the past 5 years on inflation calls (not on team transitory in 21-23, called the low on tariffs last year).
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