美债收益率与美元短线反弹，黄金会...🤔
在美银与大摩发布美股看空报告后，高盛策略师建议卖出明年6月到期的SOFR相关看涨期权获利。他们指出目前交易者预计未来12个月美联储将合计降息125个基点，其中到明年6月底前降约50个基点，不过高盛预计明年只降息25个基点。整体而论，考量美债收益率与美元短线反弹，故黄金以偏空布局为主要思路。
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