EPISODE · May 29, 2026 · 10 MIN
2026-05-29 · 商业与投资｜PCE 3.8% 与 Warsh 上任周的加息抉择
from The Long View
4 月 PCE 通胀 3.8、核心 PCE 3.3,都是 2023 年 5 月以来最高;同时 Q1 GDP 被下修。刚上任的美联储新主席 Kevin Warsh 头两周就面对加息抉择;期货市场已经在定价明年初加息。Anthropic 9000 亿估值与 IPO 三巨头并行赛跑——SpaceX、OpenAI、Anthropic——将让下半年公开市场消化前所未有的 AI 巨头并发供给。Caesars 60 亿卖给 Tilman Fertitta,两大铁路 715 亿合并案遇阻,Berkshire 保险接班人浮出水面,30 年抵押贷款 6.53 创九个月新高。
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2026-05-29 · 商业与投资｜PCE 3.8% 与 Warsh 上任周的加息抉择
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