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宏观策略(外汇期货(美元指数))
美国9月非农就业超预期
美国9月非农超预期,新增就业超过10万水平,市场风险偏好大幅度走低,美元指数震荡。

宏观策略(国债期货)
11月LPR按兵不动
11月债市仍以震荡为主,但12月变盘下跌的概率较高。在震荡区间上沿做空的性价比应高于在震荡区间下沿做多。

宏观策略(股指期货)
国务院副总理何立峰:持续推动外贸提质增效
市场消息传出,房地产领域或许有新的刺激政策出台。地产的深度调整压制了供需两端弹性,若后续能稳住房地产,则对国内整体经济形势,对物价均将产生巨大正面影响。

农产品(豆油/菜油/棕榈油)
特朗普政府正在考虑将削减进口生物燃料激励措施的提议推迟
美国考虑推迟削减进口生物燃料措施,马棕11月1-20日出口大幅下滑。

黑色金属(螺纹钢/热轧卷板)
Mysteel五大品种库存周环比减少44.25万吨
本周五大品种去库加速,主要品种表需回升,但随着铁水和成材产量的再度回升,后续库存压力依然较大。且临近淡季建材钢厂交割意愿提升,预计钢价短期仍难以摆脱震荡格局。

能源化工(天然气)
美国天然气库存周度环比下降14Bcf
目前天然气市场比较重要的两点就是1)欧洲去库斜率显著低于往年同期;2)美国天然气供应显著上升。其他因素都不是很重要。

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