本周热点前瞻2025-07-07

This Week's Key Focus - On July 7 at 16:00, the People's Bank of China will announce China's foreign exchange reserves and gold reserves for June [2][3] - On July 8, the Dalian Commodity Exchange will officially list and trade pure benzene futures and options [2][8] - On July 8, the US tariff suspension period expires [2][11] - On July 9 at 09:30, the National Bureau of Statistics will announce China's CPI and PPI for June [2][13] - On July 10 at 02:00, the Federal Reserve will release the minutes of its monetary policy meeting [2][16] - From July 10 - 17 at 16:00, the People's Bank of China will announce the financial statistics report, the incremental statistics report of social financing scale, and the stock statistics report of social financing scale for June [2][17] - On July 12 at 00:00, the US Department of Agriculture (USDA) will release the USDA monthly supply - demand report [2][21] This Week's Hotspot Preview July 7 - Expected June foreign exchange reserves are $3.3 trillion, compared to $3.285 trillion in May. Gold reserves in May were 73.83 million ounces [3] - The "Procedural Trading Management Implementation Rules" of the Shanghai, Shenzhen, and Beijing Stock Exchanges come into effect. The rules define high - frequency trading standards and make differentiated regulatory arrangements [4] - Expected Eurozone Sentix investor confidence index for July is 1.2, with a previous value of 0.2 [5] - Expected Eurozone retail sales monthly rate for May is - 0.5%, with a previous value of 0.1%; the annual rate is expected to be 1.4%, with a previous value of 2.3% [7] July 8 - Pure benzene futures will be listed for trading starting at 9:00 am, and pure benzene options starting at 21:00. The daily price limit for pure benzene futures is 7% of the previous trading day's settlement price, and 14% for new contracts on the first listing day. The contract margin is 8% of the contract value, and the option position limit is 2,000 lots [8] - Expected Australian cash rate on July 8 is 3.60%, with a previous value of 3.85%. The RBA governor will hold a monetary policy press conference [9] - Expected Eurozone Sentix investor confidence index for July is 0, with a previous value of 0.3 [10] - The US tariff suspension period expires [11] July 9 - The US EIA will release its monthly short - term energy outlook report, which may affect crude oil and related commodity futures prices [12] - Predicted June CPI year - on - year growth is 0%, compared to a decline of 0.1% previously; predicted June PPI year - on - year decline is 3.1%, compared to a decline of 3.3% previously. If the predictions hold, it will slightly boost commodity and stock index futures prices but slightly suppress treasury bond futures [13] - The US EIA will announce the change in crude oil inventories for the week ending July 4. A continued increase will suppress crude oil and related commodity futures prices [15] July 10 - The Federal Reserve will release the minutes of its monetary policy meeting, which may impact relevant futures prices [16] - Expected June M2 year - on - year growth is 8.2%, compared to 7.9% previously; expected new RMB loans in June are 2 trillion yuan, compared to 620 billion yuan previously; expected incremental social financing scale in June is 3.85 trillion yuan, compared to 2.287 trillion yuan previously. Higher values may boost commodity, stock index, and treasury bond futures [17] July 11 - The IEA will release its monthly crude oil market report, which may affect crude oil and related commodity futures prices [18] - The Ministry of Agriculture and Rural Affairs will release the monthly report on the supply - demand situation of agricultural products, which may impact relevant agricultural product futures prices [19] - Expected number of initial jobless claims in the US for the week ending July 5 is 235,000, compared to 233,000 previously. A slightly higher value may slightly boost non - ferrous metals, crude oil, and related commodity futures prices but slightly suppress gold and silver futures prices [20] July 12 - The USDA will release its monthly supply - demand report, which may impact relevant agricultural product futures prices [21]