上周五 5 月新增非农就业飙到了 27 万同时时薪环比增长也拉到了 0.4%,市场进入紧张状态之后再次小幅回调。

而本周三通胀和美联储利率决议同时发布,要知道近期美联储一直强调利率有足够限制性,重点是何时降息问题,因此此次更新的 FOMC 经济预测中,此前今年降息三次的预测到底下调到降息一次、二次,还是完全没有。

如果是降息一或者两次的话,那么等于是利率会议都是相对比较高鸽派,而一个鸽派的美联储效果可能大于一个不太乐观的 CPI(前提是 CPI 超涨不是过于夸张)。

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