周日美国将宣布美联储主席人选,鲍威尔or布兰纳德,主流意见是鲍威尔推行鹰派政策,加快缩表和加息的步伐,但从基本面上看,拜登政府为了长远利益,应该会选择布兰纳德,鸽派延缓加息,稳住资产价格和宏观经济,但是短期内可能会导致通胀失控,顺带一说,布兰纳德的老公,前天同拜登一起参加了我方的视频会议,而鲍威尔是川普任命的,如果周日真的是布兰纳德,那周一开盘黄金将直接起飞,下周布兰纳德就任后,全球金融市场将在通胀预期下开启新一轮泡沫狂潮,所以在周五凌晨或日内,应该会有一次有力的回调,平空及多头建仓机会,我们拭目以待!
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