本周热点前瞻2025-06-09

Report Summary Core Viewpoints - The report provides a weekly preview of key events and their potential impacts on the futures market, including economic data releases, policy meetings, and international events [2]. - The outcomes of these events, such as economic data deviations from expectations, can influence different types of futures prices, including commodity, treasury bond, and stock index futures [4][7]. Key Events and Their Impacts June 9 - China-US Economic and Trade Consultation: Deputy Premier He Lifeng will visit the UK from June 8 - 13 and hold the first meeting of the China-US economic and trade consultation mechanism. The results may affect relevant futures prices [3]. - China's May CPI and PPI: Expected CPI to decline by 0.2% year-on-year (previous: +0.1%), and PPI to decline by 3.2% year-on-year (previous: -2.7%). A lower CPI and larger PPI decline may suppress commodity and stock index futures but benefit treasury bond futures [4]. - China's May Import and Export Data: Expected export growth of 5% year-on-year (previous: 8.1%) and import decline of 0.9% year-on-year (previous: -0.2%). Lower growth rates may suppress commodity and stock index futures but benefit treasury bond futures [7]. June 10 - Press Conference on Livelihood Policies: The State Council Information Office will hold a press conference on policies to improve people's livelihood. The content may impact the futures market [8]. June 11 - EIA Monthly Short-Term Energy Outlook Report: The US Energy Information Administration will release the report, which may affect crude oil and related commodity futures prices [9]. - US May CPI: Expected unadjusted CPI to rise 2.5% year-on-year (previous: 2.3%) and 0.3% month-on-month (previous: 0.2%); core CPI to rise 2.9% year-on-year (previous: 2.8%) and 0.2% month-on-month (previous: 0.2%). Higher values may delay the Fed's first rate cut and slightly boost commodity futures prices [10]. June 12 - China's May Financial Data: Expected social financing scale increment of 2280 billion yuan (previous: 1159.1 billion yuan), new RMB loans of 830 billion yuan (previous: 280 billion yuan), and M2 balance growth of 8.1% year-on-year (previous: 8.0%). Higher values may benefit stock index, commodity, and treasury bond futures [11]. - Agricultural Products Supply and Demand Report: The Ministry of Agriculture and Rural Affairs will release a report on agricultural products, which may affect relevant agricultural futures prices [12]. - IEA Monthly Crude Oil Market Report: The International Energy Agency will release the report, which may affect crude oil and related commodity futures prices [13]. - US May PPI: Expected PPI annual rate of 2.7% (previous: 2.4%), monthly rate of 0.2% (previous: -0.5%); core PPI annual rate of 3.3% (previous: 3.1%). Higher values may slightly boost industrial product futures prices [14]. - US Weekly Initial Jobless Claims: Expected 250,000 (previous: 247,000). A higher number may slightly boost gold and silver futures prices and suppress other industrial product futures prices [15]. - US Weekly EIA Crude Oil Inventory Change: If inventory continues to increase, it may suppress crude oil and related commodity futures prices [16]. June 13 - Fed's Quarterly Financial Account Report: The Fed will release the report, which may affect relevant futures prices [17]. - USDA Monthly Supply and Demand Report: The US Department of Agriculture will release the report, which may affect relevant agricultural futures prices [18]. June 14 - China's June Early Circulation Production Material Prices: The National Bureau of Statistics will release prices of 50 products in 9 categories [19]. - US June Michigan Consumer Confidence Index: Expected initial value of 53 (previous: 52.2). A higher value may suppress gold and silver futures prices and benefit other commodity futures prices [20]. June 15 - 17 - G7 Summit: The G7 Summit will be held in Canada, with President Trump attending. The meeting's content may impact the futures market [22].