Oil barrels blue or chemical drums
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宏观策略(外汇期货(美元指数))
美联储理事库克暂时保住职位
美国最高法判决美联储理事库克保留职务,这意味着美联储独立性得到强化,市场风险偏好走高

宏观策略(国债期货)
央行开展了1575亿元7天期、3000亿元隔夜逆回购
考虑到央行并不公布操作利率,后续隔夜逆回购利率有可能会变化,这是需要关注的。中性假设下利率应不变,不过即使隔夜逆回购利率上调,债市的震荡偏强行情也难以被扭转。

宏观策略(黄金)
拉加德:经济韧性意味着欧洲央行可以加息以应对通胀
金价再度下跌测试4000美金关口,美伊局势反反复复,谈判前景仍然坎坷,油价反弹,三季度油价仍然超调,关注美联储主席凯文沃什的讲话,市场此前低估其抗击通胀的决心。

农产品(豆粕)
油厂豆粕库存继续上升
6月30日USDA将公布重要的种植面积报告及季度库存报告,保持关注,同时持续关注美豆产区天气。国内油厂开机维持高位,供应主导下豆粕库存继续上升。

有色金属(碳酸锂)
宁德时代枧下窝矿已获批安全生产许可证
短期博弈属性太重,建议观望,中期关注调整后Q4旺季的低多机会。

能源化工(原油)
伊朗:当前重点是执行谅解备忘录
油价震荡,油价自高位回落已对海峡重开和供应恢复进行计价。

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