央行购金和财政风险正在削弱黄金与实际利率之间的单变量关系。美元走强仍会制造回撤,但回撤的持续时间在缩短。
本次 View Change 采用小仓位,后续若美元与实际利率同步上行,将重新评估。
小仓位
美元与实际利率是风险条件
Related assets @
Subscribe to Vega Trading to read the full post.
Paid subscription
From other publications
Loading related content…
Drag, or hold Alt and press the left or right arrow, to reorder within a group. Publications you write for stay ahead of subscriptions. Changes save automatically.