来源:混沌天成研究宏观节后总结:贵金属假期期间海外宏观仍围绕叙事处于高波运行,但贵金属整体而言仍受到降息预期抬升和避险情绪的驱动偏强走势。假期初受美元指数走强和节前权益市场调整的影响,贵金属承压走弱;随后海外科技股反弹淡化流动性风险,同时美联储官员发言安抚市场带动贵金属走势;周四受到美联储会议纪要对于“加息”可能的提及,美元再度走强抑制贵金属并回吐部分涨幅;周五开始受到美国最高法院裁定特朗普此前...
Source Link来源:混沌天成研究宏观节后总结:贵金属假期期间海外宏观仍围绕叙事处于高波运行,但贵金属整体而言仍受到降息预期抬升和避险情绪的驱动偏强走势。假期初受美元指数走强和节前权益市场调整的影响,贵金属承压走弱;随后海外科技股反弹淡化流动性风险,同时美联储官员发言安抚市场带动贵金属走势;周四受到美联储会议纪要对于“加息”可能的提及,美元再度走强抑制贵金属并回吐部分涨幅;周五开始受到美国最高法院裁定特朗普此前...
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