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美国似乎正在面临工资-价格的恶性循环:高薪酬推高企业成本,推升消费价格,生活成本上升,工人们要求更大幅度的加薪……另外,美国5月的通胀指标CPI、PPI双双“爆表”,其中PPI同比增长6.6%,创2010年有数据以来最大涨幅。 在就业、通胀率的双重压力下,美联储的政策拐点成为了市场最关心的焦点。北京时间周四凌晨,美联储FOMC将举行议息会议,全球资本市场将高度关注美联储对于通胀、缩减QE、加息等议题的措辞变化。

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