双焦均超6%领涨，降息推动金价迈上新台阶 ｜期货周报

Group 1: Market Overview - The Federal Reserve's interest rate cut has led to a new high in international gold prices, with COMEX gold futures reaching $3744.0 per ounce and London gold exceeding $3700 per ounce [6][7] - Domestic commodity markets show mixed performance, with energy and chemical sectors experiencing significant differentiation, while black metals perform strongly [1][2] Group 2: Energy and Chemical Sector - In the energy and chemical sector, fuel oil decreased by 0.61%, while crude oil and lithium carbonate increased by 2.16% and 3.93%, respectively [1] - The black metal sector saw coking coal and coke prices rise by 7.65% and 6.95%, respectively, driven by supply-demand balance and policy expectations [2][3] Group 3: Coking Coal and Coke Market - Coking coal and coke have shown strong performance, with coking coal production rates increasing slightly, but overall supply remains constrained due to environmental policies [2][4] - Demand for coke is stable, with steel mills increasing production, leading to a slight rise in coke consumption [3][4] Group 4: Agricultural Products - The agricultural sector is facing downward pressure, with live pig prices dropping by 3.24% and soybean meal down by 2.11%, reflecting weak demand and high supply [1][12] Group 5: Financial Data and Economic Indicators - Financial data for August shows a robust growth in social financing and M2, with social financing reaching 433.66 trillion yuan, up 8.8% year-on-year [9][10] - The trend of deposits moving from banks to non-bank financial institutions continues, indicating a shift in market dynamics [10]