据道琼斯11月23日消息，凯投宏观称，虽然过去两个月油价大跌将拖累新兴市场燃料价格涨幅，但可能还不足以让新兴市场的货币紧缩举措放缓。凯投宏观称，食品通胀水平仍然高企，并指出2017年作物丰收的效应已经开始消退。此外，食品在CPI 篮子中的比重往往大于燃料。凯投宏观称其认为2018年的货币紧缩举措会进一步实施。
庞晓华 摘译自 道琼斯
原文如下：
Oil's Slide Not Enough to Halt Emerging-Market Monetary Tightening
While the plunge in oil prices over the past two months will drag fuel inflation across emerging markets lower, it probably won't be enough to slow monetary tightening there, Capital Economics says. Food inflation remains elevated, it said, noting that the effects of favorable harvests reaped in 2017 have begun to fade. Food also tends to make up a greater share of the CPI basket than fuel. Capital Economics said it believes the monetary tightening in 2018 has further to run.
