行运_9212
2023-09-05
目标7.5
@船长每日观察：
明天25号晚上十点钟， 是杰克逊霍尔全球秧行年会开始时间。 这个会议上， 美联储会放鹰恐吓全球再加息， 这是最大的不确定性幺蛾子。 $美元指数(USDindex.FOREX)$ 等这个最大利空落地， 动荡余波传导三天， 正好是中国秧行出牌时间。 $美元/离岸人民币(USDCNH.FOREX)$ 所以， 依然是之前的预判， 29号尘埃落定反弹。 唯一可虑的， 还是九月底的定时炸弹， 美国银行体系的债券损失。 $瑞银(UBS)$
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