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宏观策略(外汇期货(美元指数))

美国7月JOLTS职位空缺降至10个月低点

美国7月职位空缺明显低于预期,职位空缺降低意味着劳动力市场继续走弱,市场风险偏好回升,美元指数走低。

宏观策略(股指期货)

财政部央行联合工作组召开会议

9月3日A股大幅回调,多数板块跌超1%。A股市场前期已经明显超涨,上行依托在于源源不断的资金流入,当前重要节点时刻已过,资金或有阶段性退坡。

宏观策略(国债期货)

央行开展了2291亿元7天期逆回购操作

9月初债市表现偏强,但走强空间相对有限,多头可继续持有,但追涨需谨慎。

农产品(豆粕)

Allendale:美豆单产为53.28蒲/英亩

美豆今年丰产基本确定,最新周度出口销售和出口检验报告显示中国对美豆采购仍然停滞,对美国出口的担忧重新抬头。

能源化工(原油)

欧佩克+将考虑再次增产

油价大幅下跌,OPEC+考虑再次增产引发市场担忧。

航运指数(集装箱运价)

欧盟可能推迟实施船用燃料税

当前运力水平仍然存在明显过剩压力,运价下行趋势未改。

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