10月,全球经济继续在波动中恢复,通胀压力还未显现,但是个别资产指标的上扬已经表明通胀预期蠢蠢欲动。澳大利亚和挪威央行在10月份的加息给市场情绪带来很大影响,但是应该看到,这两个国家皆属于商品大国,且受危机的冲击较小,因此在一定程度上属于特例。其他主要国家对于何时加息三缄其口,只是在各种场合表明正在积极准备退出策略,而退出政策是否恰当和适宜正是决定 In October, the global economy continued to recover in volatility and inflationary pressures have not yet emerged. However, the rise of individual asset indices has shown that inflation expectations are on the verge of collapse. The rate hike by Australia and Norway’s central banks in October has had a big impact on market sentiment, but it should be noted that both countries are commodity powers and are less affected by the crisis and thus to a certain extent, a special case. Other major countries remain silent on when to raise interest rates, only to show on various occasions that they are actively preparing their exit strategies and that it is up to them to decide whether the exit policies are appropriate and appropriate