您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [东证期货]:综合晨报:美国抵押贷款利率升至8月初以来最高 - 发现报告

综合晨报:美国抵押贷款利率升至8月初以来最高

2024-10-17 常海晴 东证期货 张彦男 Tim
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2024-10-17 股指期货 美国抵押贷款利率升至8月初以来最高 上周降息预期修正,抵押贷款利率上行,压制地产板块修复。 国债期货 国新办将于周五上午10时举行新闻发布会介绍经济运行情况 市场比较关注以地产为主题的新闻发布会,预计地产政策力度非线性上升的概率比较低。考虑到财政等政策发力预期仍然存在,债市暂时仍处于震荡格局之中。 贵金属 美国9月进口物价指数环比降0.4% 金价震荡收涨表现偏强,受到地缘政治局势紧张的支撑以及美国大选越来越近,选举结果及两院归属仍存有不确定。另外,由于人民币再度走弱,沪金表现好于外盘,再创新高。 农产品 扫描二维码,微信关注“东证繁微”小程序 9月份美国大豆压榨量大幅增加至1.7732亿蒲 马棕产量继续环比下降,美豆油库存降至10年以来最低水平。 能源化工 10月16日,山东地区液碱市场价格再度走高 山东部分烧碱企业检修使得现货价格走强进而带动了盘面的上涨。但考虑到交割对多头压力较大,预计盘面难以升水,这会限制其进一步上行的空间。后续上涨空间取决于现货。 目录 1、金融要闻及点评.................................................................................................................................................................41.1、股指期货(美股)............................................................................................................................................................41.2、股指期货(沪深300/中证500/中证1000)..................................................................................................................41.3、国债期货(5年期国债/10年期国债)..........................................................................................................................52、商品要闻及点评.................................................................................................................................................................52.1、贵金属(黄金)................................................................................................................................................................52.2、黑色金属(动力煤)........................................................................................................................................................62.3、黑色金属(铁矿石)........................................................................................................................................................62.4、农产品(豆粕)................................................................................................................................................................62.5、农产品(豆油/菜油/棕榈油).........................................................................................................................................72.6、黑色金属(焦煤/焦炭)...................................................................................................................................................72.7、农产品(玉米淀粉)........................................................................................................................................................82.8、农产品(玉米)................................................................................................................................................................82.9、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................92.10、农产品(生猪)..............................................................................................................................................................92.11、有色金属(铜)............................................................................................................................................................102.12、有色金属(工业硅)....................................................................................................................................................102.13、有色金属(铅)............................................................................................................................................................112.14、有色金属(锌)............................................................................................................................................................112.15、有色金属(镍)............................................................................................................................................................122.16、有色金属(氧化铝)....................................................................................................................................................122.17、有色金属(铝)............................................................................................................................................................132.18、有色金属(碳酸锂)....................................................................................................................................................132.19、能源化工(液化石油气)............................................................................................................................................132.20、能源化工(原油)........................................................................................................................................................142.21、能源化工(PX)............................................................................................................................................................14 2.22、能源化工(PTA)..........................................................................................................................................................152.23、能源化工(苯乙烯).................................................