综合晨报：OPEC下调全球需求增长预期

2024-11-13 外汇期货 美联储官员：只有通胀高于预期才可能导致12月暂停降息 美联储鹰派官员对于降息暂停设置一个较高门槛，这意味着12月大概率降息，短期美元指数继续上涨。 股指期货 河南省拟发行首批“置换存量隐性债务”再融资专项债券 由于财政等政策相对温和，企业EPS修复斜率将较为平缓，那么对于近期以资金炒作为代表的行情，难以形成匹配。同时外围市场美元走强，人民币汇率走弱也对市场形成压制。 国债期货 央行开展了1255亿元7天期逆回购操作 长债震荡略偏强，但当前利率点位偏低，不建议追多。期货仓位可逢高逐渐止盈，轻仓应对政府债增发。曲线走陡策略的胜率和赔率都不低，建议关注。 贵金属 扫描二维码，微信关注“东证繁微”小程序 黄金ETF持有量减少 金价延续跌势，特朗普交易有所降温，股市和加密货币回落，但黄金仍在遭遇资金获利了结带来的回调压力，市场对美联储的降息预期降温，美联储官员开始陆续发表讲话。 有色金属 几内亚海运费上涨 晋豫地区矿山开采仍受限，氧化铝现货资源依旧紧张。 能源化工 OPEC下调全球需求增长预期 油价下跌，强势美元和OPEC下调需求增长预期打压油价。 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、黑色金属（焦煤/焦炭）...................................................................................................................................................72.3、农产品（豆粕）................................................................................................................................................................72.4、农产品（豆油/菜油/棕榈油）.........................................................................................................................................82.5、黑色金属（螺纹钢/热轧卷板）......................................................................................................................................82.6、农产品（棉花）................................................................................................................................................................92.7、农产品（玉米淀粉）......................................................................................................................................................102.8、农产品（玉米）..............................................................................................................................................................102.9、黑色金属（铁矿石）......................................................................................................................................................112.10、有色金属（铜）............................................................................................................................................................112.11、有色金属（工业硅）....................................................................................................................................................122.12、有色金属（镍）............................................................................................................................................................122.13、有色金属（铅）............................................................................................................................................................132.14、有色金属（锌）............................................................................................................................................................142.15、有色金属（碳酸锂）....................................................................................................................................................142.16、有色金属（氧化铝）....................................................................................................................................................152.17、有色金属（铝）............................................................................................................................................................152.18、能源化工（原油）........................................................................................................................................................152.19、能源化工（烧碱）........................................................................................................................................................162.20、能源化工（纸浆）........................................................................................................................................................16 2.21、能源化工（PVC）..........................................................................................................................................................172.22、能源化工（LLDPE/P