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#美国10月非农前瞻：就业增长或牵动12月加息预期
现在的宏观数据挺分裂的。美国10月ISM制造业PMI超预期到了55.5，看着经济很强，但是通胀压力根本没消散。
由于通胀压力没消散，这就导致市场对12月加息25个基点的预期直接打到了七成，马上要公布的非农数据就卡了这里。
数据本身是风险而非方向，逻辑很简单，数据太好，加息预期打满，风险资产得跌。如果数据太差，衰退担忧加剧，还是得跌。
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