东北证券有色组核心观点金:降息博弈继续,俄罗斯售金影响有限。1)12月降息博弈激烈,但仅影响节奏不改变方向:本周公布9月就业数据,失业率从4.3%超预期上升至4.4%,但新增非农11.9万,超出市场预期的5万,数据好坏参半且滞后,而10-11月的非农数据要到12月中旬合并公布,10月份CPI数据不公布(政府关门期间无法追溯收集),这也使得12/11凌晨FOMC之前,数据持续真空,这也使得联储官员...
Source Link东北证券有色组核心观点金:降息博弈继续,俄罗斯售金影响有限。1)12月降息博弈激烈,但仅影响节奏不改变方向:本周公布9月就业数据,失业率从4.3%超预期上升至4.4%,但新增非农11.9万,超出市场预期的5万,数据好坏参半且滞后,而10-11月的非农数据要到12月中旬合并公布,10月份CPI数据不公布(政府关门期间无法追溯收集),这也使得12/11凌晨FOMC之前,数据持续真空,这也使得联储官员...
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