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28

Aug 2026

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密歇根消费者信心8月回升至51.7略超预期，或现筑底信号但仍低迷。降息迫切性降温，关注短债波动、美元看涨；股市偏中性，零售宜对冲、区间策略收权利金。

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Aug 2026

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Aug 2026

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Aug 2026

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杰克逊霍尔前夕，G10 震荡暗藏拐点：加元受贸易战承压、澳元押注加息续强、日元或逆袭；欧元脆弱。金银守高位，宜备对冲与期权策略。

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