
特朗普遭遇未遂刺杀,美国6月PPI意外反弹 2024-07-15 外汇期货 特朗普遇刺:脸颊沾满鲜血,撤离前特意摆出战斗手势 特朗普在竞选集会上被枪击,这使得美国总统大选上支持率明显上升,预计市场短期波动明显上升。 联系人杨云兰从业资格号:F03107631Tel:8621-63325888-4192Email:yunlan.yang@orientfutures.com 股指期货 美国6月PPI意外反弹 经济延续回落态势,短期大选带来的不确定性将会加大金融市场波动。 国债期货 6月金融数据表现平平 本期金融数据和上期数据的结构较为类似,即政府债虽提速发行,但尚不足以对冲私人部门的信用收缩。基本面的利多是确定性的,但利率距离政策底不远,继续下行空间有限。 黑色金属 6月中国出口钢材874.5万吨 近期钢价震荡略有反弹,市场提前交易负反馈逻辑,在需求没有进一步下台阶的情况下,下行驱动略有减弱。但当前卷板库存压力依然较大,反弹空间有限,仍以震荡思路对待。 扫描二维码,微信关注“东证繁微”小程序 有色金属 主产区硅企开工率攀至高位 基本面尚未见利多催化,预计盘面弱势运行为主。 能源化工 美国石油钻井总数下降 油价窄幅波动,油价上涨动能减弱。 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、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、农产品(豆油/菜油/棕榈油)...................................................................................................................................62.3、农产品(白糖)..........................................................................................................................................................72.4、农产品(棉花)..........................................................................................................................................................82.5、农产品(生猪)..........................................................................................................................................................82.6、农产品(豆粕)..........................................................................................................................................................92.7、农产品(玉米淀粉)..................................................................................................................................................92.8、农产品(玉米)........................................................................................................................................................102.9、黑色金属(螺纹钢/热轧卷板)...............................................................................................................................102.10、有色金属(铜)......................................................................................................................................................112.11、有色金属(镍)......................................................................................................................................................112.12、有色金属(碳酸锂)..............................................................................................................................................122.13、有色金属(工业硅)..............................................................................................................................................132.14、有色金属(锌)......................................................................................................................................................132.15、有色金属(氧化铝)..............................................................................................................................................142.16、有色金属(铝)......................................................................................................................................................142.17、能源化工(碳排放)..............................................................................................................................................142.18、能源化工(原油)..................................................................................................................................................152.19、能源化工(PX).....................................................................................................................................................152.20、能源化工(PTA)....................................................................................................................................................162.21、能源化工(烧碱)..................................................................................................................................................16 2.22、能源化工(纸浆)..................................................................................................................................................162.23、能源化工(PVC)............................................................................................