Worker managing rows of large clay fermentation jars with colorful lids at a traditional production site.
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宏观策略(外汇期货(美元指数))

美联储会议纪要:大多数委员认为通胀比就业风险更令人担忧

美联储利率纪要显示大多数委员还是更关心通胀,因此维持利率水平不变,美元继续震荡。

宏观策略(国债期货)

8月LPR报价持稳

近期会议政策相对较为密集,预计股市仍将偏强运行,债市表现应是偏弱的。短线以偏空思路对待,博弈反弹需谨慎。

农产品(豆粕)

Pro Farmer田间巡查第二天结果

Pro Farmer田间巡查显示美豆单产前景良好,显示CBOT大豆涨幅。国内豆粕需求好于预期,油厂豆粕库存同比下降。

有色金属(碳酸锂)

中国7月碳酸锂进口量同比减少42.67%

多头挤兑式平仓、盘面跌停,当前价格已回吐了枧下窝停产以来的大部分涨幅,而基本面并无实质性超预期利空。

能源化工(液化石油气)

韩国计划重组石脑油裂解产能

消息面影响下周三PG合约走强,基本面支撑有限。

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