国投策略:熬!“磨人”行情快要熬出头了

东方财富网
Sep 13

步入9月以来这般缩量行情颇为“磨人”,对应当前国内K型收敛无法确认,而海外层面美债利率居高不下,依然处于第三象限。对于市场高度关注的下周美联储议息会议,我们认为本周美国8月核心环比虽然超预期,但短期资本市场呈现“利空出尽”走势,数据公布后呈现“短端利率上行、长端利率企稳” 熊平形态,黄金、美元指数和美股都有所反弹。这意味着市场正在定价 “鸽派加息”:美联储通过一次性温和加息释放抗通胀可信度,压制中...

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