
美联储官员称利率将维持高位,中国LPR按兵不动 2024-05-21 外汇期货 美联储理事:利率将维持较高水平 美联储两位理事对于限制性利率依旧维持较长时间高位看法,美元短期震荡。 股指期货 博斯蒂克:经济正在放缓但速度非常缓慢 美联储官员表态对通胀回落偏乐观,市场继续交易降息,但地缘政治冲突打压市场风险偏好。 国债期货 5月LPR按兵不动 地产政策对于债市的冲击相对可控,偏多逻辑暂未发生变化,但利率继续下行的空间有限,建议逢回调买入。 黑色金属 4月全国生产粗钢8594万吨,同比下降7.20% 前期澳洲冲量后导致近期到港量偏大,整体现货端较为乏力。但在持续利好释放下,权益和商品市场情绪较高,且远月预期不可证伪。预计盘面维持反套结构。 扫描二维码,微信关注“东证繁微”小程序 农产品 SGS:马来5月1-20日棕榈油出口减少13.20% 国内棕榈油库存继续下降,豆油库存小幅回升;马棕5月1-20日出口仍疲软。 有色金属 中国4月碳酸锂进口量同比增加87.44% 维持5月碳酸锂主力合约在10-11万元/吨区间运行的判断,基于基本面,更建议关注区间上沿的沽空机会。 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(动力煤)........................................................................................................................................................72.3、黑色金属(铁矿石)........................................................................................................................................................72.4、农产品(豆粕)................................................................................................................................................................72.5、农产品(豆油/棕榈油)...................................................................................................................................................82.6、黑色金属(焦煤/焦炭)...................................................................................................................................................92.7、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................92.8、农产品(玉米淀粉)......................................................................................................................................................102.9、农产品(玉米)..............................................................................................................................................................102.10、农产品(生猪)............................................................................................................................................................112.11、有色金属(铜)............................................................................................................................................................112.12、有色金属(碳酸锂)....................................................................................................................................................122.13、有色金属(镍)............................................................................................................................................................122.14、有色金属(锌)............................................................................................................................................................132.15、有色金属(工业硅)....................................................................................................................................................132.16、有色金属(氧化铝)....................................................................................................................................................142.17、有色金属(铝)............................................................................................................................................................142.18、能源化工(液化石油气)............................................................................................................................................152.19、能源化工(原油)........................................................................................................................................................152.20、能源化工(LLDPE/PP)................................................................................................................................................15 2.21、能源化工(沥青)........................................................................................................................................................162.22、能源化工(甲醇).....................