冠通期货早盘速递-20250610

Report Summary 1. Hot News - Citi postponed the expected time of the Fed's next interest rate cut from July to September, and now expects the Fed to cut rates by 75 basis points this year, with 25 basis - point cuts in September, October, and December, while the market expects only about 46 basis - point cuts by the end of the year [1] - In the first five months, China's imports of iron ore were 486 million tons, a decrease of 5.2%, with an average import price of 707.2 yuan per ton, a drop of 16.4%; crude oil imports were 230 million tons, an increase of 0.3%, at 3864.3 yuan per ton, a drop of 10.6%; coal imports were 189 million tons, a decrease of 7.9%, at 559 yuan per ton, a drop of 22.5%; natural gas imports were 49.053 million tons, a decrease of 9.5%, at 3274 yuan per ton, a drop of 6.8%; soybean imports were 37.108 million tons, a decrease of 0.7%, at 3233.9 yuan per ton, a drop of 13.9%; refined oil imports were 15.98 million tons, a decrease of 26.8%, at 4323.2 yuan per ton, a drop of 0.1% [1] - In May 2025, China's consumer price index (CPI) decreased by 0.1% year - on - year. The average CPI from January to May decreased by 0.1% compared with the same period last year. In May, the CPI decreased by 0.2% month - on - month [1] - On June 9 local time, He Lifeng, a member of the Political Bureau of the CPC Central Committee and Vice - Premier of the State Council, started the first meeting of the China - US economic and trade consultation mechanism with the US side in London, UK [1] - California Governor Gavin Newsom said on social media that Trump incited trouble and illegally federalized the National Guard, and he would sue the Trump administration over the National Guard deployment issue [1] 2. Key Focus - Key commodities to focus on include styrene, corn, soda ash, urea, and coking coal [1] 3. Night - session Performance - The performance of commodity futures main contracts in the night session is presented in a chart, but specific data for each commodity is not detailed in text [1] 4. Sector Performance - Non - metallic building materials rose 2.62%, precious metals rose 30.32%, oilseeds and oils rose 11.58%, soft commodities rose 2.63%, non - ferrous metals rose 19.87%, coal, coke, steel, and minerals rose 13.43%, energy rose 2.41%, chemicals rose 12.98%, grains rose 1.46%, and agricultural and sideline products rose 2.70% [2] 5. Sector Positions - The chart shows the changes in commodity futures sector positions in the past five days, but specific data for each sector is not detailed in text [4] 6. Performance of Major Asset Classes - In the equity category, the Shanghai Composite Index rose 0.43% daily, 1.56% monthly, and 1.43% year - to - date; the Hang Seng Index rose 1.63% daily, 3.83% monthly, and 20.55% year - to - date [5] - In the fixed - income category, the 10 - year Treasury bond futures rose 0.09% daily, 0.25% monthly, and 0.07% year - to - date [5] - In the commodity category, the CRB Commodity Index rose 0.21% daily, 3.82% monthly, and 1.61% year - to - date; London spot gold rose 0.47% daily, 1.11% monthly, and 26.71% year - to - date [5] - In other categories, the US Dollar Index fell 0.19% daily, 0.42% monthly, and 8.72% year - to - date; the CBOE Volatility Index remained unchanged daily, fell 9.69% monthly, and fell 3.34% year - to - date [5]