美5月ADP新增就业15.2万,中储粮增加小麦收储规模 2024-06-06 外汇期货 加拿大央行降息至4.75%,暗示还将进一步降息 最新的ADP就业数据不及预期,劳动力市场降温速度开始加速,美元指数存在进一步下行压力。 股指期货 美国5月ADP新增就业15.2万人 劳动力市场继续冷却,但PMI显示经济活动仍然具有韧性,市场风险偏好改善。 黑色金属 哥伦比亚2024年4月出口煤炭606万吨 短期煤价预计面临一波回调风险。但考虑供应端不宽松,一旦夏季日耗回升后,整体煤价依然季节性走强。 农产品 中储粮将在小麦主产区全面增加新小麦收储规模 扫描二维码,微信关注“东证繁微”小程序 中储粮公告称将全面启动新小麦增储,麦价筑底反弹的预期强化 能源化工 埃及甲醇装置目前临停 供需边际的转弱总体上较为确定,不过矛盾减弱之下,宏观带来的波动或将增大,近期仍有美国服务业PMI、ADP就业数据、非农数据有待公布,单边上短期或带来较大波动。 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)..........................................................................................................................52、商品要闻及点评.................................................................................................................................................................62.1、贵金属(黄金)................................................................................................................................................................62.2、黑色金属(动力煤)........................................................................................................................................................62.3、黑色金属(铁矿石)........................................................................................................................................................72.4、农产品(豆粕)................................................................................................................................................................72.5、农产品(豆油/棕榈油)...................................................................................................................................................72.6、黑色金属(焦煤/焦炭)...................................................................................................................................................82.7、农产品(白糖)................................................................................................................................................................92.8、农产品(玉米淀粉)........................................................................................................................................................92.9、黑色金属(螺纹钢/热轧卷板)....................................................................................................................................102.10、黑色金属(锰硅)........................................................................................................................................................102.11、农产品(玉米)............................................................................................................................................................112.12、农产品(生猪)............................................................................................................................................................112.13、有色金属(铜)............................................................................................................................................................112.14、有色金属(碳酸锂)....................................................................................................................................................122.15、有色金属(工业硅)....................................................................................................................................................122.16、有色金属(锌)............................................................................................................................................................132.17、有色金属(氧化铝)....................................................................................................................................................132.18、有色金属(铝)............................................................................................................................................................142.19、有色金属(镍)............................................................................................................................................................142.20、能源化工(液化石油气)............................................................................................................................................15 2.21、能源化工(原油)........................................................................................................................................................152.22、能源化工(LLDPE/PP)..................................................................................