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罗半城
这下是空头已经出尽的状态,市场不会永远悲观,
强非农(今晚这种):限制降息、鹰派,利空为主
温和弱非农:推动降息预期,利好为主
很差的非农(断崖式走弱):触发衰退恐慌,变成利空风险资产
现在市场需要的是经济刺激,而不是所有的经济体系活动变差。
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