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宏观策略(外汇期货(美元指数))
特朗普称“不着急” 伊朗设谈判门槛
最新的美国通胀超预期,市场风险偏好走弱,美元指数回升。

宏观策略(黄金)
美国4月未季调CPI同比升3.8%
金价震荡收跌,美国四月CPI数据超预期上行,受到能源价格上涨的带动并且向下传导,机票酒店食品价格上涨,市场对美联储的政策预期变化不大。

黑色金属(焦煤/焦炭)
吕梁市场炼焦煤价格偏强运行
短期来看,部分资金获利了结、市场情绪撤退,近期市场或以回调为主;但中长期下方支撑较强,加之焦煤供应增量有限,铁水产量后期仍有回升可能,建议关注回调后逢低做多的机

农产品(豆粕)
USDA月度供需报告利多
USDA月度供需报告预测美国26/27年度大豆期末库存3.1亿蒲,低于市场预期,报告利好影响下CBOT大豆收涨。5月13-15日特朗普访华,保持关注。

能源化工(液化石油气)
中国液化气港口样本库存周数据
化工需求提升下,预计下周港口库存小幅下降为主

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