本周热点前瞻2025-11-03

Report Core View - The report provides a forward - looking analysis of this week's hot events and their potential impacts on the futures market, including key economic data releases and policy decisions from different countries [2][3] Weekly Key Focus - On November 3rd at 09:45, Markit will release China's October SPGI Manufacturing PMI; on November 7th at 11:00, the General Administration of Customs will announce October import and export data; at 16:00, the People's Bank of China will release October foreign exchange and gold reserves; on November 9th at 09:30, the National Bureau of Statistics will announce October CPI and PPI [2] - Attention should be paid to factors such as domestic macro - policy changes, international trade and tariff wars, international geopolitical situations, speeches by US President Trump and Fed officials, and negotiations on ending the US government shutdown for their impacts on the futures market [2] Weekly Hot Event Preview November 3rd - Markit will release China's October SPGI Manufacturing PMI at 09:45, with an expected value of 50.9 and a previous value of 51.2. A slight drop may mildly suppress the rise of industrial and stock index futures but help the rise of treasury bond futures [3] - The US ISM will announce the US October ISM Manufacturing PMI at 22:00, with an expected and previous value of 49.1 [4] November 4th - The National Bureau of Statistics will release the prices of important production materials in the circulation field in late October at 09:30, covering 9 categories and 50 products [5] - The Reserve Bank of Australia will announce the interest rate decision and monetary policy statement at 11:30, and its governor will hold a press conference at 12:30. It is expected to keep the cash rate at 3.60% [8] November 5th - Markit will release China's October SPGI Services PMI at 09:45, with a previous value of 52.9 [9] - The US ADP will announce the change in October ADP employment at 21:15, with an expected value of - 20,000 and a previous value of - 32,000. A higher value may help the rise of non - ferrous metals, crude oil and related commodity futures but suppress the rise of gold and silver futures [10] - The US ISM will announce the US October ISM Non - Manufacturing PMI at 23:00, with an expected value of 50.9 and a previous value of 50. A slight increase may suppress the rise of gold and silver futures [11] - The US EIA will announce the EIA crude oil inventory change for the week ending October 31st at 23:30, with a previous decrease of 6.858 million barrels. A continued decline may help the rise of crude oil and related commodity futures [12] November 6th - The Bank of England will announce the interest rate decision and meeting minutes at 20:00, and its governor will hold a press conference at 20:30. It is expected to keep the benchmark interest rate at 4.00% [13] November 7th - The General Administration of Customs will announce October import and export data at 11:00. It is expected that exports will grow 7.1% year - on - year and imports 1.5% year - on - year, both lower than the previous values. This may suppress the rise of stock index and related commodity futures [14] - The People's Bank of China will release October foreign exchange and gold reserves at 16:00, with September foreign exchange reserves at $3,338.658 billion and gold reserves at 74.06 million ounces [16] - The University of Michigan will announce the preliminary value of the November Consumer Confidence Index at 23:00, with an expected value of 53 and a previous value of 53.6. A slight drop may suppress the rise of non - ferrous metals, crude oil and related commodity futures but help the rise of gold and silver futures [17] November 9th - The National Bureau of Statistics will announce October CPI and PPI at 09:30. It is expected that CPI will decline 0.0% year - on - year and PPI will decline 2.2% year - on - year, both better than the previous values. This may mildly help the rise of commodity and stock index futures but suppress the rise of treasury bond futures [18]