宝城期货甲醇早报-20250414

Report Summary 1) Industry Investment Rating No investment rating information is provided in the report. 2) Core View The report suggests that the methanol 2505 contract is expected to show a moderately bullish trend in the short - term (intraday) and a moderately bearish trend in the medium - term. Overall, it is likely to be on a moderately bullish run. The main driver is that the US government has released positive signals, cooling down the global tariff war and boosting the risk appetite of the global financial market, giving confidence to the bulls and causing commodity futures prices to stabilize and rebound [1][5]. 3) Summary by Related Content Price and Market Performance - The domestic methanol futures 2505 contract closed slightly lower by 0.29% at 2389 yuan/ton in the overnight session last Friday [5]. Market Outlook - Short - term (intraday) view of methanol: moderately bullish [1][5]. - Medium - term view of methanol: moderately bearish [1][5]. - Overall reference view: moderately bullish run [1][5]. Driving Logic - Trump announced a 90 - day tariff suspension for countries that do not take retaliatory actions and exempted some Chinese goods from import tariffs. The positive signals from the US government cooled down the global tariff war, boosting the risk appetite of the global financial market and giving confidence to the bulls, leading to the stabilization and rebound of commodity futures prices [5].