HyunBin
2022-02-13
Great ariticle, would you like to share it?
@许亚鑫:
通胀爆表,创1982年以来的新高!
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<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/99636192faeb8a507b44040335fdc113\" tg-width=\"-1\" tg-height=\"-1\"></p> <p>数据公布后,美股跳水,美债收益率拉高,美元拉高,金银跳水,其中美联储掉期交易显示,<b>3月份加息50个基点的可能性约为50%。</b></p> <p>大摩策略师霍恩巴赫此前指出,1月份美国CPI数据将继续上行,非农就业数据将进一步走强,2月份通胀率也将进一步上升,<b>这可能会巩固3月份加息50个基点的预期。</b></p> <p>大家应该记得,许导在前文《0207:数据爆表,金价不崩有何玄机?》提醒美元的回马枪行情吧?你们看,公布的数据爆表之后,美元指数开拉了。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/ae1d2fd16ce8e17fa5fc068d9273e99e\" tg-width=\"-1\" tg-height=\"-1\"></p> <p>为何我们预判这里要有回马枪的行情呢?</p> <p>结合上周五美国公布的1月份非农就业增长数据爆表,叠加去年12月和11月上修数据,大家难道没有发现,这就是<b>美联储管理市场预期的套路吗?</b></p> <p>还没明白?!</p> <p>就业市场增长强劲啊!</p> <p>通胀数据爆表啊!</p> <p>那当然要加息!</p> <p>而且要赶紧加!</p> <p><b>这样金融市场对3月份加息50个基点的预期是不是越来越高?!甚至把整个预期全部都打满?!</b></p> <p>没错!要的就是这个效果。</p> <p>然后,等到3月份美联储的利率会议上,轻飘飘的加息25个基点!</p> <p>哇!怎么才加25?!大鸽派啊!这样,市场是不是就松了一口气?!美股是不是就会丧事喜办?</p> <p><b>这便是美联储管理预期的艺术啊!</b></p> <p>数据公布前,测算了1822的挂单点位,最低打到1821.40美元/盎司,我都忍不住想要给自己点个赞,<b>坏消息是</b>,这样爆表的通胀数据,势必导致今夜美股的腥风血雨,进而影响到明天大A的市场情绪。</p> <p><b>好消息是</b>,1月份的社融数据出炉了,是利好。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8868b9dd7afd1aa39a901238abaf149b\" tg-width=\"-1\" tg-height=\"-1\"></p> <p><a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$</a> <a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连(YMmain)$</a> <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2204(GCmain)$</a> <a href=\"https://laohu8.com/FUT/MCLmain\">$微型WTI原油主连 2203(MCLmain)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>隔夜,许导在直播课上和大家分享了“1月美国通胀数据”,“市场定价混乱”,“数字经济产业链”以及“黑色1月与2月展望”,重点提醒大家注意今晚的美国通胀数据。</p> <p>就在刚刚,美国1月份的CPI数据公布。美国1月未季调CPI年率7.5%,高于预期7.3%,也高于前值7.00%,<b>创下了1982年2月以来的新高。</b></p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/99636192faeb8a507b44040335fdc113\" tg-width=\"-1\" tg-height=\"-1\"></p> <p>数据公布后,美股跳水,美债收益率拉高,美元拉高,金银跳水,其中美联储掉期交易显示,<b>3月份加息50个基点的可能性约为50%。</b></p> <p>大摩策略师霍恩巴赫此前指出,1月份美国CPI数据将继续上行,非农就业数据将进一步走强,2月份通胀率也将进一步上升,<b>这可能会巩固3月份加息50个基点的预期。</b></p> <p>大家应该记得,许导在前文《0207:数据爆表,金价不崩有何玄机?》提醒美元的回马枪行情吧?你们看,公布的数据爆表之后,美元指数开拉了。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/ae1d2fd16ce8e17fa5fc068d9273e99e\" tg-width=\"-1\" tg-height=\"-1\"></p> <p>为何我们预判这里要有回马枪的行情呢?</p> <p>结合上周五美国公布的1月份非农就业增长数据爆表,叠加去年12月和11月上修数据,大家难道没有发现,这就是<b>美联储管理市场预期的套路吗?</b></p> <p>还没明白?!</p> <p>就业市场增长强劲啊!</p> <p>通胀数据爆表啊!</p> <p>那当然要加息!</p> <p>而且要赶紧加!</p> <p><b>这样金融市场对3月份加息50个基点的预期是不是越来越高?!甚至把整个预期全部都打满?!</b></p> <p>没错!要的就是这个效果。</p> <p>然后,等到3月份美联储的利率会议上,轻飘飘的加息25个基点!</p> <p>哇!怎么才加25?!大鸽派啊!这样,市场是不是就松了一口气?!美股是不是就会丧事喜办?</p> <p><b>这便是美联储管理预期的艺术啊!</b></p> <p>数据公布前,测算了1822的挂单点位,最低打到1821.40美元/盎司,我都忍不住想要给自己点个赞,<b>坏消息是</b>,这样爆表的通胀数据,势必导致今夜美股的腥风血雨,进而影响到明天大A的市场情绪。</p> <p><b>好消息是</b>,1月份的社融数据出炉了,是利好。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8868b9dd7afd1aa39a901238abaf149b\" tg-width=\"-1\" tg-height=\"-1\"></p> <p><a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$</a> <a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连(YMmain)$</a> <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2204(GCmain)$</a> <a href=\"https://laohu8.com/FUT/MCLmain\">$微型WTI原油主连 2203(MCLmain)$</a> </p></body></html>","text":"隔夜,许导在直播课上和大家分享了“1月美国通胀数据”,“市场定价混乱”,“数字经济产业链”以及“黑色1月与2月展望”,重点提醒大家注意今晚的美国通胀数据。 就在刚刚,美国1月份的CPI数据公布。美国1月未季调CPI年率7.5%,高于预期7.3%,也高于前值7.00%,创下了1982年2月以来的新高。 数据公布后,美股跳水,美债收益率拉高,美元拉高,金银跳水,其中美联储掉期交易显示,3月份加息50个基点的可能性约为50%。 大摩策略师霍恩巴赫此前指出,1月份美国CPI数据将继续上行,非农就业数据将进一步走强,2月份通胀率也将进一步上升,这可能会巩固3月份加息50个基点的预期。 大家应该记得,许导在前文《0207:数据爆表,金价不崩有何玄机?》提醒美元的回马枪行情吧?你们看,公布的数据爆表之后,美元指数开拉了。 为何我们预判这里要有回马枪的行情呢? 结合上周五美国公布的1月份非农就业增长数据爆表,叠加去年12月和11月上修数据,大家难道没有发现,这就是美联储管理市场预期的套路吗? 还没明白?! 就业市场增长强劲啊! 通胀数据爆表啊! 那当然要加息! 而且要赶紧加! 这样金融市场对3月份加息50个基点的预期是不是越来越高?!甚至把整个预期全部都打满?! 没错!要的就是这个效果。 然后,等到3月份美联储的利率会议上,轻飘飘的加息25个基点! 哇!怎么才加25?!大鸽派啊!这样,市场是不是就松了一口气?!美股是不是就会丧事喜办? 这便是美联储管理预期的艺术啊! 数据公布前,测算了1822的挂单点位,最低打到1821.40美元/盎司,我都忍不住想要给自己点个赞,坏消息是,这样爆表的通胀数据,势必导致今夜美股的腥风血雨,进而影响到明天大A的市场情绪。 好消息是,1月份的社融数据出炉了,是利好。 $NQ100指数主连 2203(NQmain)$ $道琼斯指数主连(YMmain)$ $黄金主连 2204(GCmain)$ $微型WTI原油主连 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