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上周五非农数据开好,再次加强缩减QE的预期

上周五美国劳工部公布的数据显示,美国6月季调后非农就业人口增加19.5万人,优于市场预期增加16.5万人,本次公布的数据不仅显示6月份非农就业人数大幅增加,同时修正值也显示,近期美国就业市场都有突出的表现,再次加强缩减QE的预期。

本周焦点于周四凌晨将公布的美联储6月会议纪要,或进一步暗示结束QE。在美联储5月的政策会议上,美联储官员调整了会议声明,明确表示购债步伐可能在目前每月850亿美元的基础上增加,也可能会减少。但近期的数据,特别是就业市场数据,再次为美国的经济打了一副强心剂,因此继续表明将缩减QE的概率非常大,或将利空金银。


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