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整个金融市场翘首以盼的11月美国通胀数据，在上周五尘埃落定，通胀数据为6.8%，虽然也为近40年来的通胀高位，但仍低于市场预期7%的通胀数据，最少说明仍未到最恐慌的时候，机构交易者也将首次加息的时点预期从明年3月推迟至6月开始，次数也有所减少。尤其是能源价格下跌后，大部分经济学家认为通胀数据的峰值已现，后续会逐步回落。尽管通胀可能回落，但联储的“口头”鹰派肯定少不了，能用“嘴”把通胀打下来就最好不过了。但是金融市场就是个“坏孩子”，讲道理往往是不听的，非要作死挑拨家长底线遭一顿毒打才乖乖听话。所以说，明年市场的好坏全看预期联储啥时候动真格，没真格前接着奏乐接着舞。 关于美元指数 近期的美元指数与紧缩预期息息相关。自6月份以来，美元指数就一路上涨，而过程一直伴随着联储紧缩的预期。我之前在直播课中表达过，根据美元周期的特点，这种预期会在某一时刻出现大幅扭转，也即市场会从政策紧缩预期快速转向宽松预期，而该时点随着通胀数据尘埃落定后，将更为确定，简单点说，美元指数可能将进入快速下跌的通道中。 从特点来看，美元指数已经进入至贬值两年的时间点，而其中往往会出现一个反弹高点（至于该高点为何形成，请回看11月24日的直播内容），该反弹高点出现后美元指数均出现大幅下跌，能否创前期新低还不得而知，但最金融市场来说，无疑是利多的反应。 关于贵金属 过去一年，黄金走势和美元指数的走势可谓是完全负相关。如果美元走跌的话，那么对黄金的多头来说就是最好的事情。叠加本月结束后，黄金常态的调整时间也到了尾声（16-17个月），届时很可能是黄金新一轮看涨行情的开端，所以大家要密切留意。 关于原油 原油对加息的敏感度没那么高，但只要并非实质性鹰派措施，对打压油价的影响不大。关键还是供需平衡方面的消息。当前原油供应端的最后利空消息，就剩下伊朗核协议的进程了，这个消息将影响来年油价的整体走势。继续制裁伊朗，则油

Delta Air Lines Inc said on Thursday it expects to be profitable in 2022, betting on a strong holida

Berkshire Hathaway's Apple holdings of 887 million shares swelled to a value of $159 billion on Frid

The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and

Dec 10 - A federal jury on Friday awarded $22.5 million to a U.S. Army veteran who alleged that combat earplugs sold by $3M$ Co caused him to suffer hearing loss and tinnitus, the biggest verdict yet in massive litigation over the product.Jurors in Pensacola, Florida, sided with former U.S. Army soldier Theodore Finley in the latest trial to result from more than 272,000 lawsuits by servicemembers and veterans who say defective earplugs made by 3M caused their hearing damage.Finley, who used th

(Reuters) -A consortium led by Beijing Jianguang Asset Management and Wise Road Capital will become

Tesla shares dropped 1% in premarket trading after Musk sold Tesla shares worth $963.2 million and M

U.S. stock index futures gains as headline number for jobs report comes in lighter than expected.At 8:34 a.m. ET, Dow e-minis were up 121 points, or 0.35%, S&P 500 e-minis were up 20.5 points, or 0.45%, and Nasdaq 100 e-minis were up 103.25 points, or 0.65%.The U.S. economy created far fewer jobs than expected in November, before a new Covid threat created a scare that growth could slow into the winter, the Labor Department reported Friday.Nonfarm payrolls increased by just 210,000 for the month

Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shel