7月美联储议息窗口：如何深度剖析黄金/黄金股？是博弈还是价投？

市场资讯07-29 13:34

（来源：弛策论市）7月美联储议息窗口：如何深度剖析黄金/黄金股？是博弈还是价投？昨晚10年期美债、美元指数、油价齐跌....唯一的掣肘：今晚（周四凌晨）美联储议息会议，市场担心“7月加息一次”，且会议纪要如果偏鹰派，可能暗示9月还会再加息一次，合计50bp我们刚做了拆解，美债实际利率=加息预期+通胀预期+期限溢价，截止目前为止，加息预期已经贡献了约25bp了（其实对应加息1次已经price in）...

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