您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[东证期货]:综合晨报:美联储利率纪要强调过快降息风险,证监会提出量化监管措施 - 发现报告

综合晨报:美联储利率纪要强调过快降息风险,证监会提出量化监管措施

2024-02-22曹洋、陈晓菲东证期货E***
综合晨报:美联储利率纪要强调过快降息风险,证监会提出量化监管措施

美联储利率纪要强调过快降息风险,证监会提出量化监管措施 2024-02-22 外汇期货 美联储会议纪要:多数与会者提到过快降息风险 美联储利率纪要强调过快降息的风险,因此这表明美联储对于短期降息预期的压制,美元指数继续震荡。 联系人陈晓菲从业资格号:F03107718Tel:63325888-3904Email:xiaofei.chen@orientfutures.com 股指期货 证监会:量化监管措施将成熟一项推出一项 基本面和资金面共同助推A股近期连续上涨。当前上证指数接近3000点,市场的低估值压力基本化解,后续需要政策面与基本面共振来接力助推行情反弹。 国债期货 民营经济促进法起草工作已经启动 非银资金体感相对偏松,市场做多的意愿依旧偏强。国债长期看涨的思路不变,但短期调整的风险正在积累。 贵金属 美联储巴尔金:担心服务业价格仍然过高 金价震荡收跌,美债收益率止跌回升,美联储利率会议纪要显示多数官员担心降息过快,货币政策维持偏紧的鹰派立场,市场降息预期下降,打压金价。 扫描二维码,微信关注“东证繁微”小程序 黑色金属 Kumba铁矿2024年小幅减产 基本面角度变化不大,需求尚未启动,成材库存继续堆积。铁矿估值角度逐渐进入中性区间。但考虑终端需求恢复较慢,短期买盘乏力,节奏上短期依然易涨难跌。 能源化工 美国API原油库存上升 油价维持震荡走势,API美国原油库存上升。 目录 1、金融要闻及点评.................................................................................................................................................................41.1、外汇期货(美元指数)....................................................................................................................................................41.2、股指期货(美股)............................................................................................................................................................41.3、股指期货(沪深300/中证500/中证1000)..................................................................................................................51.4、国债期货(5年期国债/10年期国债)..........................................................................................................................62、商品要闻及点评.................................................................................................................................................................62.1、贵金属(黄金)................................................................................................................................................................62.2、黑色金属(焦煤/焦炭)...................................................................................................................................................72.3、黑色金属(铁矿石)........................................................................................................................................................82.4、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................82.5、有色金属(铜)................................................................................................................................................................92.6、有色金属(碳酸锂)........................................................................................................................................................92.7、有色金属(工业硅)......................................................................................................................................................102.8、有色金属(氧化铝)......................................................................................................................................................112.9、有色金属(铝)..............................................................................................................................................................112.10、有色金属(镍)............................................................................................................................................................112.11、能源化工(原油)........................................................................................................................................................122.12、能源化工(LLDPE/PP)................................................................................................................................................122.13、能源化工(甲醇)........................................................................................................................................................132.14、能源化工(苯乙烯)....................................................................................................................................................132.15、能源化工(PX)............................................................................................................................................................142.16、能源化工(PTA)..........................................................................................................................................................142.17、能源化工(纸浆)........................................................................................................................................................152.18、能源化工(PVC)..........................................................................................................................................................152.19、能源化工(纯碱)........................................................................................................................................................152.20、能源化工(玻璃)........................................................................................................................................................16 2.21、农产品(豆粕).............................................................