USD and Wheat
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黑色金属(焦煤/焦炭)
长治市场炼焦煤价格暂稳运行
短期来看,蒙煤通关恢复使市场情绪有所降温,盘面出现回调,但供应偏紧格局并未实质改变,需等待山西产量释放或需求回落。

宏观策略(股指期货)
40年房贷新政一线调查:购房者多审慎观望
8月中国通胀回升,输入性因素与AI高景气是重要驱动因素,三季度总物价水平有支撑,名义GDP弹性延续。但股市成交继续缩量,短期内股指难有机会。

宏观策略(国债期货)
8月中国通胀数据超预期
输入性通胀动力再度抬头。考虑到9月能源价格仍处于高位,短期输入性通胀难以快速回落,不过我国内生性通胀动能不足,6月PPI同比增速大概率是年内最高值。

宏观策略(外汇期货(美元指数))
特朗普预计战争将在选举后结束
特朗普表态战争将在选举后结束,意味着目前的行动不受中期选举影响,能源价格继续上升,美元维持震荡。

农产品(豆粕)
市场预计USDA 9月供需报告将下调美豆期末库存
在本周五USDA 9月供需报告发布前,分析师平均预估美豆单产52.5蒲/英亩、26/27年度期末库存下调至2.98亿蒲。

能源化工(原油)
EIA略上调对今年美国原油产量预测
油价进一步上涨,中东冲突持续升级。

更多内容,请浏览东证期货大数据平台繁微

 

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