Cathie Wood: 拉里·萨默斯（Larry Summers）似乎将拜登政府带入歧途，他坚信通货膨胀是难以解决的，以 70 年代为指导。 70 年代的通货膨胀始于 1964 年的越南战争和大社会，并迅速发展了 15 年。 https://t.co/Sq7NbKDOW1 引用@CathieDWood 的推文： 通货紧缩正在走向 PPI、CPI、PCE 平减指数：从 COVID 后的价格峰值开始，木材 -60%，铜 -35%，石油 -35%，铁矿石 -60%，DRAM -46%，玉米 – 17%，波罗的海运费 -79%，黄金 -17%，白银 -39%。 twitter.com/elonmusk/statu…

Posted on 2022-09-18

原推：Larry Summers seems to be leading the Biden administration astray with his conviction that inflation is intractable, with the ‘70s as his guide. The ‘70s inflation started in 1964 with the Vietnam War and the Great Society and burgeoned for 15 years. https://t.co/Sq7NbKDOW1

Deflation in the pipeline, heading for the PPI, CPI, PCE Deflator: from post-COVID price peaks, lumber -60%, copper -35%, oil -35%, iron ore -60%, DRAM -46%, corn -17%, Baltic freight rates -79%, gold -17%, and silver -39%. twitter.com/elonmusk/statu…

https://twitter.com/CathieDWood/status/1571246847116582912