7/17(一)
目前看起来美联储可能在考虑停止加息或者降息的选项。但通胀回落至2%的目标水平,仍需要很长的时间。全球很多央行大力打击通胀耗时已久,相关举措效果显现仍需时日。从较长的时间维度看,通胀会缓慢地逐步接近并回归2%水平附近。
美元指数在100 附近震荡;非美货币高位回调,澳元兑美元来到0.6820,欧元兑美元回到1.1220 附近,离岸人民币到达7.17。现货黄金回调到1951 美元附近,现货白银来到24.8 美元附近。原油下行至74.7 美元。
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