‘Peak war panic’ will likely hit financial markets in 1-3 weeks, strategist predicts, as Trump says he doesn’t want to make a deal with Iran yet

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上游核心部件(如GPU、CPU、HBM、高端光模块等)厂商凭借技术壁垒和供给端结构性稀缺,拿走了硬件环节的大部分利润。

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Inarguably, certain categories such as food (especially dining out), electricity, natural gas and shelter have increased above the average Consumer Price Index (CPI) over the last twelve months. One must add to that the phenomenon of “frequency of exposure” from behavioral economics whereby consumers are highly sensitive to price changes in frequently purchased items (bananas) but less attuned to price adjustments in infrequent, high-cost, or financed purchases (cars).

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