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宏观策略(美国股指期货)
美联储戴利:担心劳动力市场突然恶化,支持12月降息
美联储官员表态转鸽,市场降息预期显著升温,三大股指大幅收涨。

宏观策略(股指期货)
国家领导人同美国总统特朗普通电话
中美领导人谈话,对于缓释地方风险,解决模糊问题有重要作用。同时隔夜美联储释放12月或将降息的鸽派信号,全球风险资产得到提振。

农产品(豆粕)
USDA周度出口检验报告符合预期
油厂豆粕库存大增,供需面仍然疲弱,但进口大豆成本支撑同时存在,预计豆粕期价暂时仍以震荡为主。

有色金属(铅)
铅锭地域性供应偏紧,社库延续降势
资金热情边际消退,但铅基本面短期不弱,空单寻找逢低止盈机会为宜,观察资金是否有反向入场现象。

能源化工(沥青)
沥青厂库及社库录得双降
短期沥青市场基本面难有实质性利好改善,短期内或维持震荡调整态势。

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