人行降準, 聯儲放鴿

昨天港股大561點(2.24%)

收市後人行宣佈降準1%

DJI大升726點(3.29%)

聯儲局主席說
“As always, there is no preset path for policy,” Powell said. “And particularly with muted inflation readings that we’ve seen coming in, we will be patient as we watch to see how the economy evolves.”

The Fed is “always prepared to shift the stance of policy and to shift it significantly” in order to achieve its dual mandate of full employment and stable prices.

“No one knows whether this year will be like 2016,” he said. “But what I do know is that we will be prepared to adjust policy quickly and flexibly and to use all of our tools to support the economy should that be appropriate to keep the expansion on track, to keep the labor market strong and to keep inflation near 2 percent.”

之前市場擔心美經濟(或全球)放緩 ,Trump及市場"逼" FED 停加息/減息。但昨晚公佈:

非農新增職位出乎意料大增31.2萬個，遠高於預期的18萬個左右，創10個月最大升幅。11月新增職位亦由15.5萬個，上修至17.6萬個。2018年平均每月職位增長22萬個，增幅為2015年以來最高。全年新增職位達264萬個，是2009年經濟衰退以來，第三高的年度增長。

與此同時，薪酬增長也有所加快。12月平均時薪按年增長3.2%，增幅與10月持平，而10月的增幅是2009年4月以來最高。

油價開始返彈, 由Dec 25 $42.5 返彈至$47.96

在此經濟"強勁" 背景下, 通漲會如何?

FED真會停加息/減息?

美股的波幅愈來愈誇張, 與新興市場無異, 是否災難前夕?

Trade:
雖然前晚美股大跌660, 但昨開市港股跌唔落,  早上沽了一部份7331 ($11.22), 7300 ($6.08), 及全部2840($959.5)