2022.1.21债券定价和商品价格发生背离，市场在定价什么？
近期债券定价和商品价格发生了比较严重的背离，原油和通胀预期的背离，黄金和实际利率的背离，一定程度上表明了现阶段市场出现了比较大的分歧，那么市场到底在交易什么？谁是对的？
还是这张图：
从图中可以看出几个变量开始出现不同程度的发展
实际利率图形上沿，图形上看突破的动能并不是特别足
通胀预期开始和名义利率同步，且跌破上升下沿
波动率小幅度企稳
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