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油价跌破70美元，人们却认为通胀还会大幅走高。反正我是不会信的。

当前油价已跌破70美元，但许多人仍预期通胀将进一步攀升。作者对此表示不认同，认为油价下行与通胀飙升的预期之间存在矛盾。

背景速读

- Anthony Pompliano ("Pomp") 是知名加密貨幣投資人、Podcast 主持人，常對宏觀經濟與市場走勢發表直言不諱的評論。 - 原油價格是通膨的重要組成部分；2023–2024 年間油價曾大幅攀升，但如今 WTI 原油已跌破每桶 70 美元。 - Pomp 的觀點是：如果原油（生產成本與運輸的關鍵投入）正在跌價，而大眾仍預期通膨會繼續走高，這種矛盾不合邏輯——他借此嘲諷市場的恐慌情緒。 - 這條推文發布於市場對聯準會政策、地緣政治風險（如中東局勢）以及黏性通膨數據感到不安的時期，是「通膨預期 vs. 實際價格信號」爭論中的一個簡潔立場表態。

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