高盛：农产品价格上行风险恐被低估

格隆汇06:43

高盛最新报告指出，地缘局势恶化、极强厄尔尼诺与贸易保护主义正多重共振，加剧农产品大涨风险。近期BCOM农产品指数与长端收益率同步走高，若食品价格进一步上涨，将加剧通胀压力、令各国央行更难转向鸽派。从长周期走势看，农产品与利率的重大行情往往同时出现。高盛指出，农产品领域的尾部风险可能迅速演变为利率问题。

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