
经过了一定小幅度的回调,实际利率在昨天晚上重新上行,对金银带来了新的压力。
实际上如果看图形的话,会发现这可能意味着实际利率新的上行趋势开始,在时间节点上来说,6 月 1 日是美联储计划缩表的第 1 天,这肯定会带来利率的上升和金融市场的震动。
而在美联储议息会议之前,这样的压力会持续存在,并且逐步加大,因此短期内虽然还没有到大幅度加仓空单的时候,做多仍然是火中取栗,不值得提倡。而且在 6 月 6 日到来之前,仍然可以进一步去布置空单。
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