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歪文
纳指周跌3.37%、四周连跌，非农新增16.5万人，12月加息定价升温。常见解读是：风险资产还得承压。
反过来想一下，我觉得把加息当定局太早：定价升温不等于政策落地；布油周跌16.90%，如果传导到物价，我推测会缓解部分通胀压力。
你觉得就业强劲和油价下跌，哪个更影响12月决策？欢迎持相反意见的人来辩。
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