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6

Mar 2026

沃勒告诉彭博电视称燃油价格可能飙升，但他预计通胀压力长期不会持续

油价飙升会否变“持久通胀”？美联储理事沃勒称多为短暂波动，关键看核心PCE与就业数据；若偏热且稳健，利率或继续按兵不动。

6

Mar 2026

萨维奇称：利率重新定价与美元走强打压需求，金价数周来首次周线下跌

黄金恐迎五周首周跌：欧美利率预期转鹰、美元周涨1.7%压制。资金为补保证金抛金套现。期权对冲升温，若失守2200或加速下探。

6

Mar 2026

丹斯克研究员预计美国经济增长将在2026年放缓，通胀接近2.5%，促使联储逐步降息

丹斯克上调美国2026年GDP至2%，但称结构阻力令增速降温；通胀受控、关税推价。Fed降息延后至6月与9月，终端利率3-3.25%，利率与股指偏区间。

6

Mar 2026

华侨银行策略师称，美国就业数据及中东紧张局势提振美元，上行风险加剧

非农意外强劲、裁员骤降与初请趋稳，叠加中东升级推高油价，市场下调降息押注，联储转向“对称”，美元获利差+避险双引擎，波动交易升温。

6

Mar 2026

印度外汇储备由7236.1亿美元增至7284.9亿美元，2月美元持有量上升

印度外储2月23日增至7,284.9亿美元，续写累积强势；2026年更创8,021亿新高。RBI“弹药库”压低USD/INR隐波至3.8%，卢比急贬风险被重估。

6

Mar 2026

欧洲时段，XAG/USD徘徊在82.80美元附近，投资者等待美国2月非农就业数据公布

白银XAG/USD守在82.80美元，NFP成今晚引爆点！ADP转强推升7月按兵不动概率至51.7%。强就业或压银，地缘风险托底；关键阻力84.8/90，支撑82/78/75。

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