如果一直跟踪我们关于通胀看法的圈友，到现在应该完全理解我们的框架了。这是另外一个认为全球通胀已经见顶的分析。

同样，我们非常有信心，全球将在2022年告别新冠疫情，但是，东方大国除外。

PMI Delivery Times and Output Prices Hint at Inflation Peak
By Simon Flint
(Bloomberg) — The latest global PMIs suggest that inflationary forces are cooling. The relative calm may eventually spill over into rates markets.

Consolidated December global PMI numbers show supplier delivery times (SDT) registered the best number since March 2021 and output prices fell by the largest margin since April 2020