黄金走势除了税改还有非农
上周五税改法案的通过以及美国广播公司新闻网在亚盘时段修正了周五关于弗林的报告使得美元反弹,黄金承压。但随着年末临近,在这两个重大事件发酵前,美联储利率决议以及非农数据公布或才是短期关注的焦点。
而周一(12月4日)欧盘时段,随着对美元需求的新一轮浪潮,黄金可能还会进一步下跌。而股市也有可能受此消息影响而受到提振,这将进一步使黄金承压。
随着弗林事件被传出只是ABC记者误报的乌龙事件,市场开始慢慢消化其影响,同时税改法案的通过已经进入到了冲刺阶段,在其被特朗普签署写入法律之前,市场将静待参议院和众议院合并其立法。
本周五将公布2017年内最后一份非农就业报告,目前市场对于新增就业人数给出了19.9万的不错预期。此外,失业率料将持平于前值4.1%,同时也是十七年来最佳水平。至于美联储担心的薪资增速,此次年率预期值给出了2.7%,大幅好于前值的2.4%。
需要指出的是,特朗普减税计划的前景看来不错,对于促进资本回流和就业人口的增加大有裨益,市场预估该计划可能推动经济和通胀更快地增长,并且这一点可能会在非农数据上有所反应.
下一届美联储票委梅斯特近期表示,随着通胀率低于目标,美联储只能缓慢提高短期利率。他认为鉴于目前的经济情况以及未来的经济走向,长期利率将会上升,因此相应的短时间内需要需要提高利率。梅斯特立场的申明提升了美联储今后加息的预期,也使得明年加三次息提供了可能。
同时美联储候任主席鲍威尔和美联储现任主席耶伦在周二周三的讲话中都分别提到稳步加息的必要性。美联储大佬齐发声,使得市场对于加息的预期进一步加强。
如果美联储12月加息如市场预期的成功进行的话,或使得本已岌岌可危的黄金走势更加孱弱不堪。而随着美国股市创出了历史新高,美国经济逐渐转暖,通胀慢慢复苏,明年可能还会迎来新一轮的加息。
本文来源: 大田环球贵金属
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