本周热点前瞻2026-03-09

Report Summary 1. Report Industry Investment Rating No information provided regarding the industry investment rating. 2. Core Views - The report provides a weekly hot - spot preview from March 9 to March 14, 2026, focusing on various economic data releases and their potential impact on the futures market. Key factors such as domestic macro - policies, international geopolitical situations, and speeches of relevant figures are also emphasized [2]. 3. Summary by Relevant Catalog 3.1 March 9 - China's February CPI is predicted to grow 0.8% year - on - year (previous value 0.2%), and PPI is predicted to decline 1.2% year - on - year (previous value - 1.4%). If the CPI rises and PPI decline narrows, it will help commodity and stock index futures prices rise and suppress treasury bond futures [3]. - The expected value of the Eurozone's March Sentix investor confidence index is 3, with a previous value of 4.2 [4]. - The New York Fed will release the US February 1 - year inflation expectation, with a previous value of 3.1% [5]. 3.2 March 10 - Japan's Q4 2025 GDP revised value: the expected seasonally - adjusted real GDP quarterly rate is 0.3% (initial value 0.1%, Q3 revised value - 0.6%); the expected seasonally - adjusted real GDP annualized quarterly rate is 1.2% (initial value 0.2%, Q3 revised value - 2.3%) [6]. - China's January - February import and export data: exports are expected to grow 7% year - on - year (December 2025: 6.6%), and imports are expected to grow 6% year - on - year (December 2025: 5.7%). Higher growth rates will slightly boost commodity and stock index futures and suppress treasury bond futures [8]. - The Ministry of Agriculture and Rural Affairs will release the February 2026 China Agricultural Products Supply and Demand Situation Analysis Report, which may affect related agricultural product futures prices [9]. - China's February social financing scale increment is expected to be 1900 billion yuan (previous value 7220.8 billion yuan), new RMB loans are expected to be 850 billion yuan (previous value 4710 billion yuan), and the M2 balance is expected to grow 8.9% year - on - year (previous value 9.0%) [10]. - The US February existing home sales: the expected annualized total number is 3.9 million units (previous value 3.91 million units), and the expected annualized monthly rate is - 1.5% (previous value - 8.4%) [11]. 3.3 March 11 - The USDA will release the monthly supply - demand report, which may affect related agricultural product futures prices [12]. - The EIA will release the monthly short - term energy outlook report, which may impact crude oil and related commodity futures prices [13]. - OPEC will release the monthly crude oil market report, which may impact crude oil and related commodity futures prices [14]. - The US February CPI: the expected unadjusted CPI year - on - year growth is 2.4% (previous value 2.4%), the expected seasonally - adjusted CPI monthly rate is 0.2% (previous value 0.2%), the expected unadjusted core CPI year - on - year growth is 2.4% (previous value 2.5%), and the expected unadjusted core CPI monthly rate is 0.2% (previous value 0.3%) [15]. - The EIA will release the change in US crude oil inventories for the week of March 6. A continued increase will suppress crude oil and related commodity futures prices [16]. 3.4 March 12 - The IEA will release the monthly crude oil market report, which may impact crude oil and related commodity futures prices [19]. - The US initial jobless claims for the week ending March 7 are expected to be 215,000 (previous value 213,000). A slight increase will slightly boost gold and silver futures prices and suppress non - ferrous metals and crude oil futures prices [20]. 3.5 March 13 - The US January PCE price index: the expected annual rate is 2.8% (previous value 2.9%), the expected monthly rate is 0.3% (previous value 0.4%), the expected core PCE annual rate is 3.0% (previous value 3.0%), and the expected core PCE monthly rate is 0.4% (previous value 0.4%) [21]. - The US Q4 2025 GDP revised value: the expected real GDP annualized quarterly rate is 1.4% (initial value 1.4%, Q3 2025 GDP annualized quarterly rate final value 4.4%) [22]. - The US January durable goods orders initial value: the expected monthly rate is 0.8% (previous value - 1.4%). A higher rate will boost non - ferrous metals, crude oil and related commodity futures prices and suppress gold and silver futures prices [23]. - The US March University of Michigan consumer confidence index initial value is expected to be 55 (previous value 56.6). A lower value will suppress non - ferrous metals, crude oil and related commodity futures prices and boost gold and silver futures prices [24]. 3.6 March 14 - The National Bureau of Statistics will release the market prices of important means of production in the circulation field in early March, covering 9 categories and 50 products [25].