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美国投资研究机构洛伊托尔德集团首席投资策略师吉姆·保尔森说,货币政策收紧的预期在过去几个月升温,给金融市场带来显著影响。高盛集团经济学家戴维·梅里克尔表示,变异新冠病毒对经济增长和通胀的影响超出预期,很可能进一步抬升供应受到抑制的耐用品价格。

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