冠通期货早盘速递-20250723

Group 1: Hot News - A so - called "resignation letter of Federal Reserve Chairman Powell" circulated on social media "X", but it was fake. Federal Housing Finance Agency Director Pulte believes Powell will resign soon, while the US Treasury Secretary and Trump have different views on his resignation and interest rate cuts [2][3] - In Q2 2025, financial institutions' RMB loans reached 268.56 trillion yuan, up 7.1% year - on - year. RMB real estate loans were 53.33 trillion yuan, up 0.4%. Real estate development loans were 13.81 trillion yuan, up 0.3%, and personal housing loans were 37.74 trillion yuan, down 0.1% [2] - The State Administration of Foreign Exchange said the market has no obvious unilateral expectation of RMB appreciation or depreciation, and trading is rational [3] Group 2: Key Focus - Key commodities to focus on are coking coal, soda ash, coke, industrial silicon, and glass [4] - Night - session performance: Non - metallic building materials rose 2.57%, precious metals 29.35%, oilseeds 12.26%, soft commodities 2.90%, non - ferrous metals 19.19%, coal - coking - steel - ore 14.73%, energy 3.13%, chemicals 11.92%, grains 1.19%, and agricultural and sideline products 2.75% [4] Group 3: Commodity Futures Positions - The chart shows the changes in commodity futures positions in the past five days for different sectors [5] Group 4: Performance of Major Asset Classes - In the equity category, the Shanghai Composite Index rose 0.62% daily, 3.99% monthly, and 6.86% annually. Other indices like S&P 500, Hang Seng Index also have different performance [6] - In the fixed - income category, 10 - year, 5 - year, and 2 - year treasury bond futures all had negative changes [6] - In the commodity category, CRB commodity index, WTI crude oil, London spot gold, LME copper, and Wind commodity index had different price movements [6] - In other categories, the US dollar index and CBOE volatility also showed specific changes [6] Group 5: Major Commodity Trends - The report presents the trends of various commodities such as the Baltic Dry Index, CRB spot index, WTI crude oil, London spot gold, LME copper, etc., and also shows the risk premium of some equity indices [7]