今年早些时候欧央行行长拉加德还表示要继续加息来着，这屁股还没坐热就被同事打脸，似乎不太光彩，所以在真正落地之前肯定还会反复。
另外近期交易市场上比较特别的一点是，美债收益率和美元双管齐下，这跟当下的基本面明显不符。这种市场的噪音能持续多久是值得关注的，个人认为本周四的美国PCE数据和周五的制造业PMI数据会成为当前走势的拐点。
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