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宏观策略(黄金)

美联储理事米兰:美联储应该降息50个基点

黄金强势上涨突破4300美金,市场避险情绪升温,一方面是美国政府继续停摆,一方面是美国两家区域银行爆出信贷危机,市场对美联储10月降息50bp的预期升温。

宏观策略(国债期货)

央行开展了2360亿元7天期逆回购操作

贸易摩擦延续,股市表现偏弱,结构上红利股相对更强,市场风险偏好正在发生变化。债市长端品种表现更强,多单可继续持有,追多需谨慎。

宏观策略(外汇期货(美元指数))

美国地区银行股暴跌

美国地区银行股暴跌,银行系统的压力再度浮现,市场风险偏好走弱,美元承压。

黑色金属(螺纹钢/热轧卷板)

百强房企9月销售环比增长11.9%

本周五大品种库存开始去化,除了热卷累库较为明显外,其他品种整体去库。市场对累库压力的担忧下降,但卷板累库仍意味着铁水有下行压力,预计短期钢价反弹幅度有限。

农产品(红枣)

红枣进入吊干期,客商赴产区采购

客商赴产区采购,尚未集中签订,收购价缺乏代表性。

能源化工(天然气)

美国天然气库存周度环比增加Bcf

今年美国11月气温明显低于去年。初冬气温低对于气价的影响将会明显高于晚冬,主要是投资者有将偏低的11月气温线性外推至整个冬季。

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