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宏观策略(黄金)

美国7月未季调CPI同比升2.7%

金价震荡微跌,美国7月CPI数据整体上支持美联储9月降息,但核心通胀略高于预期,没能强化市场的降息预期,也限制了后续的降息空间。

宏观策略(股指期货)

中美就24%对等关税继续暂停实施达成共识

A股市场气势如虹,指数逼近前高3674。昨天公布的两项贷款贴息政策直接作用于需求侧,在降低企业和居民的负债成本,激发购买力方面或有正面作用。

宏观策略(国债期货)

三部门印发《个人消费贷款财政贴息政策实施方案》

8月中下旬利空债市的因素逐渐增多,债市表现应是震荡略偏弱的,由于基本面尚未明显改善,债市难言趋势性转熊,8月中下旬利率震荡上行将会带来配置机会。

黑色金属(螺纹钢/热轧卷板)

7月18家重点房企销售额环比下降41.4%

钢价偏强运行,市场关注点依然在于供应方面的变化,环保限产预期较强,带动盘面偏强。期现正套也使得库存进一步固化。但由于终端需求变化不大,仍需警惕市场波动风险。

有色金属(碳酸锂)

关于锂行业健康发展的倡议书

昨日盘中传出ALB旗下智利盐湖提锂产线检修消息,供应端风险持续,短期价格预计仍将偏强运行。

能源化工(原油)

OPEC月报:OPEC7月原油产量增加26万桶/天

油价震荡偏弱,EIA和OPEC略上调明年市场需求预测。

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