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TraderS | 缺德道人
TraderS | 缺德道人
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不得不说,沃什贝森特作为川普执掌财权的左膀右臂还是有两把刷子且配合密切的。 在沃什尚不能完全掌控美联储且美联储信誉受损无法降息之际,贝森特直接出手打压美债长端利率,刚刚这一下直接把30年期美债收益率从5.3%打回5.2%,10年期美债收益率从4.7=%打回4.6+%,效果可谓立竿见影。 而且北京时间8.20号凌晨1点就有160亿美元的20年期拍卖,凌晨2点有美联储纪要。所以这条扩大回购的信息未必会让风险资产上涨很多,更可能是提前留出对冲空间。 具体到操作上来说,介于黄金存储概念短期内已到压力位,其实还是借这个机会逢高开空更合适。因为这种政策性干预其实类似于美日联合干预汇率——只能短期能刹车,但无法逆转市场趋势。#30年期美债收益率创2007年以来新高 $XAUT
TraderS | 缺德道人
TraderS | 缺德道人
The previous logic of taking profit on long positions and then opening short positions was based on both oil prices and US Treasury bonds rising. Just now, the news that the US Treasury's bond repurchase has doubled directly reversed the market logic. At least in the short term, it is necessary to close short positions and open long positions. Gold has already turned upward again. Pay attention to risks after the US stock market opens tonight; volatility may be significant.

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