本周热点前瞻2026-03-30
Guo Tai Jun An Qi Huo·2026-03-30 03:17

Report Summary 1. Report Industry Investment Rating No information provided regarding the report industry investment rating. 2. Core Viewpoint The report provides a forward - looking analysis of key events and data releases in the coming week and their potential impacts on the futures market, including data from China, the US, and the Eurozone, as well as important meetings and speeches [2][3][4]. 3. Summary by Directory This Week's Key Focus - On March 31 at 09:30, China will release March official manufacturing PMI, non - manufacturing PMI, and composite PMI [2][5]. - On April 1 at 20:30, the US will announce February retail sales [2][15]. - On April 2 at 20:30, the US will release the initial jobless claims for the week ending March 28 [2][19]. - On April 3 at 20:30, the US will publish the March non - farm payroll report [2][23]. - Attention should be paid to factors such as domestic macro - policies, the military conflict between the US, Israel, and Iran, other international geopolitical situations, and speeches by US President Trump and Fed officials [2]. This Week's Hotspot Preview March 30 - Fed Chairman Powell will attend an open discussion at Harvard University. His speech and its impact on relevant futures prices should be monitored [3]. - G7 finance ministers, energy ministers, and central bank governors will hold a meeting to discuss the release of strategic oil reserves. The meeting's result and its impact on crude oil and related futures prices should be noted [4]. March 31 - China's March official manufacturing PMI is expected to be 50.0% (previous value: 49.0%), and non - manufacturing PMI is expected to be 50.2% (previous value: 49.5%). A slight increase may help commodity and stock index futures rise but suppress treasury bond futures [5]. - The Eurozone's March CPI initial value is expected to show a significant rebound. The annual rate of harmonized CPI (unadjusted) is expected to be 2.8% (previous value: 1.9%), and the core harmonized CPI annual rate (unadjusted) is expected to be 2.9% (previous value: 2.3%), which may stimulate expectations of the ECB's interest rate hike this year [6]. - The US March Conference Board consumer confidence index (previous value: 91.2) and February JOLTs job openings (previous value: 6.946 million) will be released [9][10]. April 1 - The USDA will release the quarterly inventory report and crop planting intention report. Their impacts on relevant agricultural product futures prices should be monitored [11]. - China's March SPGI manufacturing PMI is expected to be 51.8 (previous value: 52.1). A slight decrease may suppress industrial product and stock index futures but help treasury bond futures [12]. - The Eurozone's February unemployment rate is expected to be 6.2% (previous value: 6.1%) [13]. - The US March ADP new employment is expected to be 85,000 (previous value: 63,000). An increase may help non - ferrous metals, crude oil, and related commodity futures prices rise but suppress gold and silver futures prices [14]. - The US March ISM manufacturing PMI is expected to be 52.1 (previous value: 52.4) [16]. - The US EIA crude oil inventory change for the week ending March 27 (previous value: + 6.926 million barrels). A continued increase may suppress crude oil and related commodity futures [17]. April 2 - The US February trade deficit is expected to be $55 billion (previous value: $54.5 billion) [18]. - The US initial jobless claims for the week ending March 28 are expected to be 215,000 (previous value: 210,000). A slight increase may help gold and silver futures prices rise but suppress non - ferrous metals, crude oil, and related commodity futures prices [19]. April 3 - The US Fed's balance sheet as of April 1 (previous value: $6.66 trillion) will be released [21]. - China's March SPGI services PMI is expected to be 53.7 (previous value: 56.7) [22]. - The US March non - farm payroll report: The seasonally adjusted new non - farm employment is expected to be 48,000 (previous value: - 92,000), the unemployment rate is expected to be 4.5% (previous value: 4.4%), and the average hourly wage monthly rate is expected to be 0.4% (previous value: 0.4%). A significant improvement in new non - farm employment and a slight increase in the unemployment rate may further reduce the possibility of the Fed's interest rate cut later this year, suppress gold and silver futures, but help other industrial product futures [23]. - The US March ISM non - manufacturing PMI is expected to be 57 (previous value: 56.1). A slight increase may slightly suppress gold and silver futures prices [24]. April 4 - China will release the market prices of important production materials in the circulation field in late March, covering 9 categories and 50 types of products [25].

本周热点前瞻2026-03-30 - Reportify