期權大單 | 銀行股起漲，美國銀行期權成交量大增
一、期權異動
1月13日，美股3B家居、美國銀行、AMC等標的出現了期權成交量上的較大變化，分別爲日常成交量的8.6、2.9、1.9倍。
美國1月密歇根大學1年通脹預期初值降至4 創2021年4月份以來新低。美國1月密歇根大學1年通脹預期初值降至4%，大幅不及預期，較12月顯著回落，創2021年4月份以來新低。通脹預期的回落，提振消費者信心明顯好於預期，也較12月大幅反彈。美國1月密歇根大學消費者信心指數初值64.6，預期60.5，12月前值59.7。分項指數方面，現況指數初值68.6，預期60，12月前值59.4；預期指數初值62，預期59，前值59.9。市場備受關注的通脹預期方面，1年通脹預期初值4%，預期4.3%，12月前值4.4%；5年通脹預期初值3%，預期2.9%，12月前值2.9%。
美聯儲公佈2017年以來所有FOMC會議的記錄。美聯儲公佈了2017年以來所有FOMC會議的記錄，對此，“美聯儲傳聲筒”Nick Timiraos表示，這一舉動拉開了對當時被動縮減4.5萬億美元資產組合計劃進行審議的帷幕。2017年，美聯儲官員們試圖調和特朗普減稅政策帶來的潛在影響(當時減稅政策還未最終確定)。時任美聯儲主席耶倫當時預計，美聯儲稍微加快政策收緊的步伐將是合適的。(耶倫當時曾主張漸進加息，在失業率下降、通脹仍然較低的情況下，2017年美聯儲只三次加息了25個基點。)
耶倫：將採取特別措施避免債務違約。美國財長耶倫表示，財政部將從1月19日開始採取特殊會計策略以避免違反美國債務上限，她還敦促議員們提高債務上限。耶倫在致國會兩黨領袖的一封信中寫道：“由於各種因素，特別措施可能持續的時間存在很大不確定性，在6月初之前，現金和非常規措施不太可能被完全耗盡。”衆議院共和黨人警告說，提高債務上限必須以削減開支做交換。但民主黨和拜登拒絕這種要挾手段，希望國會直接提高債務上限，就像特朗普政府時期那樣。
美東時間週五，美股三大指數集體收漲，華爾街巨頭摩根大通、美國銀行攜手發佈超預期財報，且投資者預期通脹回落將使美聯儲最早在今年下半年降息。
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