对于政策制定者而言，11 月的非农数据意味着需要维持限制性货币政策，因此 12 月美联储利率会议并不会释放降息的信号，我们也认为进一步加息不太可能。因此短期内继续陷入到僵局之中，等待美国经济基本面边际上明显走弱的信号。
限制性政策率维持的时间越长，潜在的风险就越高，我们并不认为 11 月的非农可以改变趋势，短期对于市场造成了预期修正的节奏影响，美元和美债收益率维持震荡。
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