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〖基金视野〗紧缩性政策将接近尾声由于去年6月份基数较低,翘尾因素对今年6月份的通胀影响最大,预计6月份CPI会进一步走高,可能达到本轮通胀的顶点,之后缓慢回落(南方)。政策从紧的压力并没有放松迹象,而且历史上出现过政策放松导致通胀急剧上升的情况出现,政府不会轻易改变从紧的货币政策。6月份已经成为加息重要时间
“Fund Vision” will be the end of the tightening policy due to the low base in June last year, hikes in June this year, the impact of inflation the most is expected in June CPI will rise further, may reach the culmination of the current round of inflation, then slowly down south). Tight pressure has not shown signs of easing, and historically there has been a sharp rise in inflation due to policy easing. The government will not easily change its tight monetary policy. June has become an important time to raise interest rates