
Post
tvbee
Influential Creator
非农数据也太"好"了,基本上12月加息没有悬念了,现在只盼着明年Q1不要再加息。
#美国10月非农超预期,12月加息押注升温
一是非农就业人数远超预期和前值,二是失业率也低于预期和前值,三是劳动参与率也高于预期和前值。这个就业情况,加息一次是没有阻力的。
另一方面,工资的年率和月率都超预期,月率远超预期和前值。加息一次是有必要的。
所以再次验证了蜂兄之前的结论,行情最快也得明年Q1才好起来,具体还要看12月的点阵图,明年Q1不能排除再会加息1次。

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