本周经历了美联储利率决议及全球贸易风险的骤然上升,各市场波动均已放大,下周或有所缓和,但主旋律已经改变;
① 本周最大的特点就是风险因素上升,避险资产黄金,日元,瑞郎,债券市场表现出色,其中日元大放异彩,创7个月新高,结合当下经济环境,可以认为未来避险将是主旋律,避险资产也将表现强劲,但节奏和幅度上会有所差异;
② 本周风险资产承压,因遭遇不够鸽派的美联储及贸易风险上升的,全球股市、原油等大宗商品均明显承压;投资者应当当心高位资产,比如美股;
③ 白银在避险属性下明显不及黄金,金银比值有望持稳;
④ 金油比在本周进一步扩大,黄金走高而原油遭遇暴跌,全球经济衰退风险正进一步上升
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