黄金跌至半个月低位，静待非农报告指引
周四(1月6日)美元兑G-10货币大多上涨，受美债收益率上涨和美股涨跌不一影响，澳元等风险敏感货币领跌，而日元和加元上涨，美联储官员证实加息可能已经不远。COMEX黄金期货收跌2%至1789.20美元/盎司，录得六周以来的最大单日跌幅，美联储的鹰派货币政策立场令金价承压。美油一度涨超3%，创去年11月17日以来新高至80.24美元/桶，因OPEC+产油国哈萨克斯坦动乱升级，且利比亚供应部分中断。
圣路易斯联储主席表示可能3月加息
圣路易斯联储主席表示，FOMC最早可以在3月份开始加息，加息计划可能会根据美国通胀形势而出现微调。美联储在针对通胀问题采取更多行动上处于良好状态。美联储政策框架的运作情况相当符合预期。如果通胀缓解，下半年可以放慢加息步伐。布拉德的观点是，加息不久后就可以开始缩表。需要做好准备，以防物价不能如愿缓解。预计2022年将加息三次。新冠疫情前的就业水平不是一个好的基准。
内外因叠加冲击A股 赛道切换酝酿新机
开年后，A股连续3日出现调整。“市场的调整基于内部和外部两方面原因，内部是资金博弈层面，外部是美债利率快速上升，引发货币收紧预期。”兴证资管首席经济学家、总裁助理王德伦表示。“上半年调整越多，下半年行情可能更加平稳且更加精彩，所以当下蓄势是为后市发力。”申万宏源首席策略分析师王胜表示。投资者应该如何应对当下行情？王德伦认为，一方面要做均衡配置，在市场波动下，用配置更均衡的组合对冲因个别板块剧烈调整而对整体收益造成的负面冲击，同时做长线投资，不追涨杀跌。
本文来源： 大田环球贵金属
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