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Analysis
在昨天的国会听证会上，美联储主席鲍威尔淡化了连续爆表的通胀数据的影响，并强调了劳动力市场离完全复苏还有很长的路要走，因此货币政策将继续保持对经济强有力的支持。
言下之意，暂时不考虑缩减购债！
鸽派十足的言论立即打压了各期限债券收益率，并反转了美元指数（USDX）的走势。美元兑所有主要货币均录得跌幅。
其中纽元昨天上涨1.35%至0.7038。新西兰联储出人意料的停止了购债计划，远早于市场预期，此举为加息扫清了技术性障碍。尽管联储没有给出加息时间表，但利率市场以及完全计价今年11月的加息，而今年8加息的概率高达70%。
作为最早启动缩表的央行，加拿大央行昨天再次缩减了其每周购债规模至20亿加元，并表示通胀只是暂时性的，因此加息时间点仍然在2022下半年。由于不如预期鹰派，在决议出炉后加元回吐涨幅，美/加收盘微跌至1.2507。
欧元远离3个月低点至1.1836，英镑小幅上涨至1.3859。
黄金在经历了数日的盘整之后，昨天大幅跳升至一个月高点1827，攻克了200天均线。在突破了维加斯通道的阻力之后，金价进一步确认了多头格局。在通胀升高以及美联储维持宽松的利好之下，金价下一步有望冲击1833和1852等前高。
XAUUSD
由于OPEC+可能达成增产协议，以及美国成品油库存增加，WTI原油（SpotCrude）昨天重挫3%至73美元下方。不过比起谈判破裂可能引发的无序增产，成员国达成共识能够消除油价的一个不确定性因素。另外一个X因素是新冠疫情，Delta病毒似乎无法阻挡，短期来看油价难免继续经历震荡。
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