市场快讯 - 美联储威廉姆斯讲话限制国债收益率，美光财报即将公布

关键论点

• 威廉姆斯偏鸽言论压低了美债收益率并抑制美元强势，但他仍认为今年晚些时候或需再加息一次，通胀约3.7%仍远高于目标。
• 疲软数据与鹰派定价相悖：消费者信心81.9、职位空缺708万，而市场仍定价10月加息概率约70%。
• 随着收益率回落，黄金和白银自周一暴跌中反弹；中国投资者在黄金周前削减敞口。
• 比特币持稳于8万美元低段，仓位干净但ETF流入递减；关键位为82,800美元支撑、84,900美元阻力及PCE数据。

对应原文证据

1. Flat September for BCOM index • Fixed Income: Fed’s Williams caps yields with dovish comments • Currencies: US dollar rally tamed slightly by Fed rhetoric.
2. He still sees one further hike as potentially appropriate later this year, with inflation around 3.7% and still well above target, but expects inflation to ease gradually. · this year
3. The comments saw markets pare October hike expectations and helped pull short-end Treasury yields lower.