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星野不上头
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宏观消息:美联储哈玛克:通胀预期恶化或迫使美联储采取更大力度的行动
这类消息能不能推动行情,要看它是否改变利率预期、美元方向和风险偏好。只看标题就直接判断涨跌,通常会漏掉中间最关键的一层。
先看市场如何重新定价,再谈方向。
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