破局-2023发展与展望

An ‘immaculate disinflation’ in the US is not guaranteed
FT社评:美国“完美反通胀”场景并非板上钉钉

Investors betting on a soft landing should exercise caution
尽管美国乃至世界各地的通胀正在下降无疑是积极的,但疫后的此轮利率周期很奇特,足以让寄希望于软着陆的投资者停下来思考一下。