黃金跌至半個月低位，靜待非農報告指引
周四(1月6日)美元兌G-10貨幣大多上漲，受美債收益率上漲和美股漲跌不一影響，澳元等風險敏感貨幣領跌，而日元和加元上漲，美聯儲官員證實加息可能已經不遠。COMEX黃金期貨收跌2%至1789.20美元/盎司，錄得六周以來的最大單日跌幅，美聯儲的鷹派貨幣政策立場令金價承壓。美油一度漲超3%，創去年11月17日以來新高至80.24美元/桶，因OPEC+産油國哈薩克斯坦動亂升級，且利比亞供應部分中斷。
聖路易斯聯儲主席表示可能3月加息
聖路易斯聯儲主席表示，FOMC最早可以在3月份開始加息，加息計劃可能會根據美國通脹形勢而出現微調。美聯儲在針對通脹問題采取更多行動上處于良好狀態。美聯儲政策框架的運作情況相當符合預期。如果通脹緩解，下半年可以放慢加息步伐。布拉德的觀點是，加息不久後就可以開始縮表。需要做好準備，以防物價不能如願緩解。預計2022年將加息三次。新冠疫情前的就業水平不是一個好的基準。
內外因疊加衝擊A股 賽道切換醞釀新機
開年後，A股連續3日出現調整。“市場的調整基于內部和外部兩方面原因，內部是資金博弈層面，外部是美債利率快速上升，引發貨幣收緊預期。”興證資管首席經濟學家、總裁助理王德倫表示。“上半年調整越多，下半年行情可能更加平穩且更加精彩，所以當下蓄勢是為後市發力。”申萬宏源首席策略分析師王勝表示。投資者應該如何應對當下行情？王德倫認為，一方面要做均衡配置，在市場波動下，用配置更均衡的組合對衝因個別板塊劇烈調整而對整體收益造成的負面衝擊，同時做長線投資，不追漲殺跌。
本文來源： 大田環球貴金屬
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