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#美国CPI与PPI双超预期,年内能否再加息?
市场在CPI数据前谨慎观望,数据出来后,整体维持暴跌后的修复格局。
数据落地后,美债收益率单日回落超10个基点创一年最大跌幅,叠加空头集中止盈回补,盘面走出V型修复。
宏观利空已经部分定价,但加息预期压制了风险偏好,现在重点关注下周美联储会议纪要,官员讲话对加息路径的进一步定调,若美债收益率重新冲高,BTC二次探底几率很大。
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