冠通期货资讯早间报-20250618

Report Summary 1. Overnight Night - Market Trends - Domestic futures: Most domestic futures rose. SC crude oil rose 6.13%, PX and PTA rose over 3%, short - fiber, LPG, methanol, fuel oil, low - sulfur fuel oil, and bottle chips rose over 2%. Coking coal and iron ore fell slightly [2] - International crude oil: US crude oil rose 4.97% to $73.74 per barrel, Brent crude rose 4.96% to $76.86 per barrel [3] - International precious metals: COMEX gold fell 0.32% to $3406.50 per ounce, COMEX silver rose 2.01% to $37.18 per ounce [4] - London base metals: Most London base metals fell. LME copper fell 0.34% to $9670 per ton, LME lead fell 1.57% to $1976 per ton [5] - International agricultural products: International agricultural products were mixed. US soybeans rose 0.40%, US corn fell 0.92%, US soybean oil fell 0.76%, US soybean meal rose 0.53%, and US wheat rose 2.33% [6] 2. Important News Macro News - Geopolitical: Trump denied Macron's statement about his return to Washington. Israel wants to destroy Iran's nuclear program. Iran attacked Israeli intelligence agencies. Russia attacked Kiev with drones and missiles [9][10] - US economy: US retail sales in May fell more than expected due to weak auto sales. Retail sales fell 0.9% in May after a 0.1% decline in April [12][13] Energy and Chemical Futures - Oil market: IEA predicts oil demand will peak in 2029 and supply will be sufficient by 2030. Russia's Novak said OPEC+ may change its production - increase decision. The EU plans to ban long - term LNG services to Russian customers from 2026 [15][16] Metal Futures - Gold: Citi expects gold to fall below $3000 per ounce in the next few quarters. 95% of central banks surveyed by the World Gold Council think global central banks will increase gold reserves in the next 12 months [18][20] Black - Series Futures - Iron ore: On June 17, China's 47 - port iron ore inventory decreased by 24.99 tons. Australian and Brazilian port inventories also declined [22] Agricultural Futures - Soybeans and related products: As of June 13, domestic soybean and bean - meal inventories changed. Some US states may have less soybean planting due to rain. India cut edible - oil tariffs. EU's imports of agricultural products changed. Brazil's June soybean export forecast was adjusted [24][26][27] 3. Financial Markets Stocks - A - shares: On Tuesday, A - shares had a narrow range. The Shanghai Composite Index fell 0.04%, Shenzhen Component Index fell 0.12%, and ChiNext Index fell 0.36%. The trading volume was 1.24 trillion yuan [29] - Hong Kong stocks: The Hang Seng Index fell 0.34%. South - bound capital had net purchases of HK$63 billion. Many companies had IPO - related news [31][32] - US stocks: US stocks fell. The Dow fell 0.7%, S&P 500 fell 0.84%, and Nasdaq fell 0.91% [42] - European stocks: European stocks fell due to geopolitical risks and economic concerns [42] Commodities - Oil: Oil prices rose. US API crude inventory decreased more than expected. IEA predicts a supply surplus in 2025 [44][46] - Precious metals: Gold fell 0.32%, silver rose 2.01%. Central banks are likely to increase gold reserves [44][46] - Base metals: Most base metals fell, affected by Fed policy and demand [44] Bonds - Domestic bonds: Domestic bonds were strong. Short - term bonds performed better. Bond funds' investment heat increased [47] - US bonds: US bond yields fell due to geopolitical risks and expected Fed rate cuts [48] - EU bonds: EU bond yields rose due to increased bond supply expectations [50] Foreign Exchange - RMB: On Tuesday, the on - shore RMB against the US dollar fell. The US dollar index rose due to its safe - haven property [51]