事实上投资机构不认可惠誉的下调，反而觉得美国长债利率上涨（价格下跌）是个抄底的好机会。
结果昨晚长债利率有所回落。
澳大利亚又罢工，直接让欧美天然气价格升天，欧洲天然气价格单日暴涨40%，欧元美元随之大涨。
虽然俄乌黑海冲突引发的油价持续上涨，市场对加息的预期再度升温，但我推估9月份不加息的概率仍然保持在80%以上。
整体来看，美元（中短债利率）仍有不小的上升空间。交易策略应该更偏向于美元看涨。
如果美国通胀高于预期，涨美元，看空大宗商品与股市；如果美国通胀低于预期但高于前值，我会等待回调后看涨美元，日内看涨黄金。
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