FOMC持有美债份额_老虎社区_美港股上老虎

FOMC持有美债份额进入主动缩表加速期，存在流动性虹吸效应的尾部风险（LIBOR-OIS利差监测必要）。建议投资者保持“防御性看涨”策略，重点关注非农时薪环比增速（预期0.3% vs 前值0.4%）及美国国债拍卖边际中标利率回落空间。

“周四非农夜”，将于7月4日美国独立日假期前一天发布的这份6月非农就业报告一旦表现疲软，可能会为美联储在本月晚些时候的会议上重启降息打开大门。对于今晚的数据，不少业内人士得出的结论是：疲软的就业市场表现相比强劲的表现，对资本市场的冲击力更大。【大家觉得今晚非农数据能否支撑美股续涨？提前降息概率几何？】

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