下周宏观展望:非农CPI引爆黄金美元决战,交易员面临“地狱周”

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PANews 2月7日消息,在华尔街一些最拥挤的交易经历暴跌之后,周五美国股市迎来了反弹。标普500指数上涨2%。道琼斯工业平均指数首次触及50000点。本周早些时候,人工智能公司Anthropic PBC发布的一款新型自动化工具引发了软件、金融服务和资产管理类股的抛售,并蔓延至更广泛的市场。这一幕让人回想起2025年初市场对DeepSeek AI模型的反应。交易员正准备迎接新的一周,届时将有零售销售数据、延迟公布的1月份美国非农就业报告以及CPI通胀数据,以下是新的一周里市场将重点关注的要点: 周二02:30,美联储理事沃勒就数字资产发表讲话; 周二04:15,2027年FOMC票委、亚特兰大联储主席博斯蒂克就货币政策和经济前景发表讲话; 周三01:00,2026年FOMC票委、克利夫兰联储主席哈玛克就“银行业与经济展望”发表讲话; 周三02:00,2026年FOMC票委、达拉斯联储主席洛根发表讲话; 周五08:00,2026年FOMC票委、达拉斯联储主席洛根在一场活动上致欢迎词,美联储理事米兰应邀出席。 围绕美联储领导前景的不确定性加剧了市场的谨慎态度,引发了对未来政策方向的质疑。市场目前正在重新评估潜在降息的时机,围绕6月降息的预期不断升温。

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