2026年市场能迎来"黄金年"?从通胀拐点看经济增长的新机遇

【币界】知名投资机构的创始人最近发表了一个大胆预测:2026年可能迎来市场的"黄金年份"。

她的逻辑是这样的——现在市场已经消化完了2025年那些大动荡:关税风波、政府运作中断……这些冲击过去后,什么就会随之而来?通胀率的大幅下滑。

更有趣的是她的进一步分析:如果油价和租金价格继续走低,通胀可能不仅仅下降,而是真的滑向零甚至负值区间。一旦这个拐点出现,经济增长加速就有了基础。

对于关注市场周期和资产配置的人来说,这个判断值得琢磨——宏观环境的转向往往先于市场行情,油价、通胀这些指标的变化直接影响风险资产的表现。

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shadowy_supercodervip
· 4h ago
Is there a golden year when inflation declines? Why do I find this logic hard to believe?
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blocksnarkvip
· 4h ago
Will falling inflation lead to a golden year? This logic seems a bit too smooth...
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LiquiditySurfervip
· 4h ago
The logic of the inflation turning point sounds like a good time to surf, but the question is—will oil prices really obediently go down? I'm a bit confused when I look at the geopolitical situation.
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BoredApeResistancevip
· 5h ago
2026, the Year of Gold? Let's believe it first, anyway, we can't bet everything this year.
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