非常炸裂的好笑。
Do these damn Chinese media outlets have so little news to cover that they’re treating my exit from A shares as breaking news??
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).
もっと見る
