欧央行表示6月可能降息,中国加快落实就业优先政策 2024-05-22 外汇期货 拉加德:随着通胀得到控制6月有可能会降息 欧央行行长拉加德表示6月可能降息,这意味着欧央行基本确定6月降息,短期美元震荡。 股指期货 发改委:将加快落实就业优先政策 近期进入宏观数据与企业报表的真空期,同时地产政策宽松带来的成交放量仍需观察,因此我们认为市场交易将更多依循财政支出节奏而定。短期内市场回调压力有所加大。 国债期货 央行开展20亿元7天期逆回购操作,中标利率为1.8% 近期央行逆回购持续完全对冲到期量,受税期因素影响,资金面有所收敛,国债走弱,短端表现相对更弱。建议逢回调买入。 黑色金属 去年增发1万亿元国债项目开工率超70% 扫描二维码,微信关注“东证繁微”小程序 钢价震荡偏强,弹性有限。市场对地产政策的放松表现相对冷静,在看到成交持续企稳回升之前,市场仍会以观望为主。成材基本面矛盾有限,但上方空间同样受电炉成本压制。 有色金属 韩国开始建立锂储备以援助电池行业 韩国开始建立锂盐储备引发市场关注,盘中价格快速上行,但考虑到该计划并非一次性购买而是在未来三年陆续建立储备,且今年以来智利对韩国锂盐出口同比负增,实际影响有限。 能源化工 美国计划出售100万桶汽油储备库存 油价震荡回落,API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、农产品(豆粕)................................................................................................................................................................72.3、农产品(豆油/棕榈油)...................................................................................................................................................72.4、黑色金属(焦煤/焦炭)...................................................................................................................................................72.5、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................82.6、农产品(玉米淀粉)........................................................................................................................................................92.7、农产品(玉米)................................................................................................................................................................92.8、有色金属(铜)................................................................................................................................................................92.9、有色金属(工业硅)......................................................................................................................................................102.10、有色金属(碳酸锂)....................................................................................................................................................112.11、有色金属(锌)............................................................................................................................................................122.12、有色金属(镍)............................................................................................................................................................122.13、有色金属(氧化铝)....................................................................................................................................................142.14、有色金属(铝)............................................................................................................................................................142.15、能源化工(原油)........................................................................................................................................................142.16、能源化工(碳排放)....................................................................................................................................................152.17、能源化工(LLDPE/PP)................................................................................................................................................152.18、能源化工(甲醇)........................................................................................................................................................162.19、能源化工(PX)............................................................................................................................................................162.20、能源化工(PTA)..........................................................................................................................................................17 2.21、能源化工(纯碱).....................................................................................................