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Analysis
从第四季度开始，紧急抗疫购债计划（PEPP）或许会从现在的800亿欧元/月降至600-700亿欧元/月。同时，央行还上调了未来几年的通胀预期。
但总体来看，这次决议内容还是显得较为鸽派的。主要原因包括：1）拉加德不愿意承认这是缩减购债，而只是PEPP的校准；2）PEPP明年3月到期后前途未卜，这就让12月的会议变得格外重要；3）常规的资产购买计划（APP）仍在运作并且将保持灵活性；4）欧元区2023年通胀预期从1.4%上调至1.5%，但仍远低于2%的目标。
德国和意大利10年期国债收益率分别下降4和8个基点。欧元仅仅微涨0.07%至1.1823。1.18和50天均线附近能否形成支撑将决定汇价下一步的走势。另外，欧元兑瑞郎的涨势似乎也暂时告一段落。
其他货币方面，美元结束了连续三天的上涨，强劲的国债拍卖压低了10年期和30年期的收益率。避险货币日元和瑞郎以及英镑领涨昨天领涨。澳元几乎持平，纽元重新回到0.71上方。
昨天市场中跌幅较为显著的要数WTI原油（SpotCrude），下跌超过2%至67.93，在过去的5天中有4天收低。中国将释放原油储备以缓解价格上涨的压力，这一意外消息打压了油价。K线图在50天均线下方形成了看跌吞噬形态，油价下一步或许要在66.60附近寻求支撑。
WTI原油（SpotCrude）
欧美股市昨天普跌。标普和道琼斯连续四天下跌，暂时还没有出现逢低买入（buy the dip）的现象。不过自2000年以来，当两者出现四连跌后，此后第五个交易日收涨的概率高达90%。
美国初请失业金人数再次创下疫情以来新低，这让周期股（金融、能源、原材料）成为了为数不多的上涨的行业板块。但投资者对于美联储缩表的预期也得到了巩固。
由于游戏行业持续受到监管的影响，腾讯、网易等股价的重挫拖累了恒生指数昨天下跌超过2%。
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