欧央行宣布降息,澳洲工会就涨薪进一步谈判 2024-09-13 外汇期货 欧洲央行宣布降息 欧央行继续降息,欧央行的降息表明了主要经济体政策转向的连续性,因此市场风险偏好回升,美元指数走低。 股指期货 美国上周首次申请失业救济人数23万人,高于预期 劳动力市场继续冷却,通胀进一步回落,但未来回落节奏可能不畅。 国债期货 央行开展了1608亿元7天期逆回购操作 即使最近市场偏多行情能够延续,也需警惕未来的政策风险。当前位置谨慎追多,多看少动。 农产品 USDA供需报告基本符合预期 USDA月度供需报告基本符合预期,报告公布后市场波动不大。美国周度出口销售报告符合市场预估,美国密西西比河驳船运费继续上涨,未来两周巴西马州仍无明显降雨。 扫描二维码,微信关注“东证繁微”小程序 黑色金属 澳大利亚工会就铁矿工人涨薪问题进一步谈判 考虑终端成材库存仍在降库,对短期价格仍有支撑。整体铁矿价格节前预计延续反弹,高度预计难以突破100美金。 能源化工 中国液化气周度商品量环比小增 基本面矛盾有限,PDH开工率环比走强至71.48%给化工需求提供支撑。 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、农产品(豆粕)................................................................................................................................................................62.3、农产品(豆油/菜油/棕榈油).........................................................................................................................................72.4、农产品(玉米淀粉)........................................................................................................................................................72.5、黑色金属(动力煤)........................................................................................................................................................82.6、黑色金属(铁矿石)........................................................................................................................................................82.7、农产品(玉米)................................................................................................................................................................92.8、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................92.9、黑色金属(焦煤/焦炭)................................................................................................................................................102.10、农产品(生猪)............................................................................................................................................................102.11、有色金属(铜)............................................................................................................................................................102.12、有色金属(工业硅)....................................................................................................................................................112.13、有色金属(镍)............................................................................................................................................................112.14、有色金属(锌)............................................................................................................................................................122.15、有色金属(碳酸锂)....................................................................................................................................................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)............................................................................................................................................142.19、能源化工(PX)............................................................................................................................................................142.20、能源化工(天然气)....................................................................................................................................................15 2.21、能源化工(PTA)..........................................................................................................................................................152.22、能源化工(LLDPE/PP)............................