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宏观策略(美国股指期货)
美国2月非农就业人口减少9.2万
市场滞胀担忧加剧,美股三大股指大幅跳水。

宏观策略(国债期货)
央行开展了448亿元7天期逆回购操作
若战争能够在短期内结束、能源运输能够修复,那么3月中上旬而言,市场的利空是比较有限的。

宏观策略(外汇期货(美元指数))
伊朗宣布穆杰塔巴新任最高领袖
美国2月非农数据远不及预期,新增就业为负,市场分析偏好走弱,美元指数回升。

农产品(棉花)
国际观察:港口外棉库存近60万吨
截止2月26日当周,25/26年度美棉周度签约量环比同比下滑,在当周盘面反弹后,出口签约进度明显放缓,显示国际买盘驱动力不足。

有色金属(碳酸锂)
Prairie锂业萨斯喀彻温省工厂启动主体建设
策略上,关注逢低做多机会。

能源化工(原油)
科威特石油公司宣布预防性减产
油价大幅上涨,中东能源设施受袭击风险有上升迹象。

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