通脹數據超預期，美元回升美債下挫
周四(8月12日)美元與美債收益率一道走高，此前公布的數據顯示，上周美國首次申領失業救濟人數下降，生産者價格上漲，美國股市再創紀錄新高，受疫情擔憂拖累澳元和紐元領跌G10貨幣。現貨黃金小幅上漲，收報1752.90美元/盎司。原油收盤下跌，交易員正在評估德爾塔變種病毒的傳播將如何影響今年剩余時間的全球燃料需求。
PPI數據增長，通脹壓力正加大
美國7月PPI同比增長7.8%，高于預期且為2010年有紀錄以來最大同比漲幅；7月核心PPI同比6.2%，亦超過預期值5.6%。這表明，大宗商品成本上升和供應瓶頸仍在加大美國企業的通脹壓力。在需求強勁、供應鏈緊張和原材料短缺的背景下，今年大部分時間裏，生産者價格一直在加速上漲。
美國上周首申人數37.5萬人，與預期值持平，前值為38.5萬人。這是美國首申人數連續第三周下降，進一步表明勞動力市場正在複蘇。隨著經濟活動回暖，企業狀況改善並持續填補職位空缺，美國今年以來首次申領失業救濟人數大致呈下降趨勢。雖然未來數月該數據可能會繼續下滑，但德爾塔變異病毒或將對複蘇步伐構成風險
美聯儲逆回購工具使用規模激增至1.087萬億美元紀錄高位
周四有74家機構在美聯儲隔夜逆回購操作中存入1.087萬億美元資金，規模創最高紀錄。這個結果並不是很出人意料，但確實讓短期資金市場失衡導致短端利率下行壓力加劇的狀況再次成為焦點。市場觀察人士押注，隨著美國財政部減少國庫券供應和為了避免突破債務上限而削減現金儲備，美聯儲隔夜逆回購工具的受歡迎程度可能會進一步上升。
本文來源： 大田環球貴金屬
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