综合晨报：美日债市动荡，沃勒提出下半年降息路径

目录1、金融要闻及点评.................................................................................................................................................................41.1、宏观策略（黄金）............................................................................................................................................................41.2、宏观策略（国债期货）....................................................................................................................................................41.3、宏观策略（外汇期货(美元指数)）..................................................................................................................................51.4、宏观策略（股指期货）....................................................................................................................................................51.5、宏观策略（美国股指期货）............................................................................................................................................62、商品要闻及点评.................................................................................................................................................................62.1、农产品（豆粕）................................................................................................................................................................62.2、农产品（棉花）................................................................................................................................................................72.3、黑色金属（螺纹钢/热轧卷板）......................................................................................................................................82.4、农产品（玉米淀粉）........................................................................................................................................................82.5、农产品（玉米）................................................................................................................................................................92.6、农产品（生猪）..............................................................................................................................................................102.7、有色金属（铜）..............................................................................................................................................................102.8、有色金属（铅）..............................................................................................................................................................112.9、有色金属（锌）..............................................................................................................................................................112.10、有色金属（多晶硅）....................................................................................................................................................122.11、有色金属（工业硅）....................................................................................................................................................122.12、有色金属（镍）............................................................................................................................................................132.13、有色金属（碳酸锂）....................................................................................................................................................132.14、能源化工（液化石油气）............................................................................................................................................142.15、能源化工（碳排放）....................................................................................................................................................142.16、能源化工（天然气）....................................................................................................................................................142.17、能源化工（烧碱）........................................................................................................................................................152.18、能源化工（纸浆）........................................................................................................................................................152.19、能源化工（PVC）..........................................................................................................................................................16 2期货研究报告 3期货研究报告2.20、能源化工（尿素）........................................................................................................................................................162.21、能源化工（瓶片）........................................................................................................................................................172.22、能源化工（纯碱）........................................................................................................................................................172.23、能源化工（浮法玻璃）................................................................................................................................................172.