过去一两个月，市场一直在避险与逐险之间切换，使得美元与美股走势负相关，而本周美股、美元、原油齐涨，美债收益率上扬，资产相关性由负相关转变为正相关。这种相关性的改变背后深层原因是市场转而交易美国的经济复苏。本周美国公布的几个经济数据都还可以，尤其是首次申请失业救济人数显示劳动力市场复苏。疫苗进展可以，美联储预测今年经济增速5%。
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