美元指数震荡有筑底迹象，若后市走强将对所有非美形成压制。届时如果叠加美联储加息预期，全球资金是否再回流美国继续推升美元和美股？这个是后面两年需要重视的一种可能性。
铁矿石价格由于咱们拿下了非洲的西芒矿山，澳大利亚矿山估计要嘬牙花，澳元后市堪忧。作为对于通胀最敏感的品种，金价后市难以走出像样的向上趋势，近期先看反弹，修复上周五和本周一的跌幅。本月发动行情的理由还有美联储的会议纪要，以及月底的杰克逊霍尔年会。
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