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宏观策略(外汇期货(美元指数))
美国参议院以54票对45票批准沃什出任美联储主席
美国最新的4月PPI明显超预期,环比增速1.4%,能源价格高企导致的通胀压力明显上升,美元指数延续反弹。

宏观策略(股指期货)
创业板指创历史新高
创业板指创历史新高,科技股行情呈现过热的迹象。短期内特朗普访华或将释放利好信号,行情短期仍存上冲动能。但阶段性高估导致的自我修正,需要注意。

农产品(棉花)
USDA 5月月报:下年度美棉产量减少 全球基本面收紧
USDA5月供需报告预期26/27年度美棉估产同比减少,全球估产同比降而消费同比增,致使美棉及全球库销比下降,显示下年度美棉及全球棉花供需格局预期收紧。

有色金属(铜)
智利3月铜产量同比明显下降
短期市场风险偏好回升对铜价形成支撑,但警惕宏观情绪短期出现反复风险,铜价短期震荡偏强运行。

能源化工(原油)
IEA月报下调今年全球原油需求增速预测
油价回落,4月OPEC原油产量环比下降172.7万桶/天。

上海东证期货有限公司

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