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宏观策略(外汇期货(美元指数))
欧盟计划对谷歌处以数亿欧元罚款
美伊谈判继续出现进展,就资产解冻达成谅解意味着距离协议不远,美元指数继续走弱。

宏观策略(国债期货)
央行开展了2580亿元7天期逆回购操作
市场意识到资金面收敛是季节性的,后续资金面均衡略偏松的状态不会发生改变,因此机构做多的意愿仍然存在

黑色金属(焦煤/焦炭)
焦炭第四轮提涨
由于煤矿事故影响,供应短期减少明显,但后续实际减量将根据煤矿实际停减产情况决定,受此影响,盘面或维持偏强走势。

农产品(豆粕)
进口大豆拍卖成交率81%
周一美盘休市,周度作物生长报告及出口检验报告等将推迟公布。上周油厂开机继续提升,豆粕库存也止降回升,预计豆粕将进入季节性累库周期。

能源化工(原油)
阿拉伯媒体称美伊草案协议达成
油价大幅回落,据媒体报道美伊协议达成,市场交易停战预期,风险溢价下降。

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