黄金下探1315白银重挫逾1% 9月加息全看本周非农
最新的COT报告显示，截止8月23日，黄金投机性多头加仓，同时空头减仓，但是期间金价在下跌，暗示多头力量不够强大。
需要注意的是，该数据并未包含周三大跌和耶伦周五讲话期间多空仓位变化。
具体数据显示，黄金投机性多头加仓6633手，空头减仓4645手。
同时，如图中红线表示的黄金投机主力——货币经理的净多头仓位延续小幅回落态势，至26.5万手，表明投资者仍然看涨黄金。
耶伦讲话意味着什么？
耶伦周五讲话略偏鹰派，耶伦称，经济数据改善很多，劳动力市场表现稳健，对未来经济和通胀前景乐观，预计最近数月上调联邦基金利率。
此外，美联储副主席Stanley Fischer在接受CNBC媒体采访时称，耶伦讲话意味着不排除9月加息，今年很可能加息两次，但是利率正常化进程需要经济数据来定。
因此，本周五的非农数据将异常重要，如果数据向好将大幅增加9月加息的概率。
然而，另外还需要注意的是，在谈到如何应对下一轮经济衰退时，耶伦不仅提到了降息，也说了资产购买和前瞻指引。
耶伦表示，未来的政策制定者们还能有更多的变化，包括调整通胀目标，以及扩大QE的目标资产范围。
同时，耶伦也表示目前并未考虑这些措施。然而需要明白的是，如果没有考虑，为何要提起呢？
本文来源： 大田环球贵金属
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