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Aamn
*非农生死局周五21:30*
12月加息刀架脖子:CME显示加息25bp概率72%,9月CPI已回3.7%。
9月仅增2.9万,预期10月反弹至6.5万、失业率4.2%,这是12.9 FOMC前最重磅就业报告。
*逻辑:*
数据强→加息坐实→美债+美元齐涨→$BTC承压
数据弱至3-4万→短期利好,但弱到交易衰退→同样走弱
小心公布瞬间插针,主力先爆提前站队的人。
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