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本周热点前瞻2025-05-12
Guo Tai Jun An Qi Huo· 2025-05-12 02:22
Report Summary Core Viewpoints - The report provides a weekly hotspots preview, focusing on significant events and data releases that may impact the futures market, including Sino-US economic and trade talks, various economic data from the US and other countries, and reports on agricultural products and crude oil markets [2][3] Key Events and Data Releases May 12 - Sino-US economic and trade talks will release a joint statement. The talks were constructive, and a consultation mechanism will be established [3] - The Ministry of Agriculture and Rural Affairs will release the monthly report on the supply and demand situation of agricultural products, which may affect related agricultural futures prices [7] May 13 - The USDA will release its monthly supply and demand report, which may impact related agricultural futures prices [8] - The ZEW will announce Germany's May economic sentiment index, with an expected value of 6.9 and a previous value of -14 [9] - The US Department of Labor will release the US April CPI. The expected unadjusted CPI annual rate is 2.4%, and the unadjusted core CPI annual rate is 2.8% [10] May 14 - The National Bureau of Statistics will release the market prices of important production materials in the first ten days of May [11] - The EIA will announce the change in US crude oil inventories for the week ending May 9. A continued decline may help crude oil and related commodity futures rise [12] - OPEC will release its monthly crude oil market report, which may affect crude oil and related commodity futures prices [13] May 15 - The People's Bank of China will release April financial statistics and social financing scale data. The expected new RMB loans are 765 billion yuan, and the expected growth rate of M2 is 7.5% [15] - The IEA will release its monthly crude oil market report, which may impact crude oil and related commodity futures prices [16] - The EU will announce the revised value of the Eurozone's Q1 GDP. The expected seasonally adjusted annualized quarterly rate is 1.2% [17] - The US Department of Commerce will release April retail sales. The expected monthly rate is 0.1%, and the core retail sales monthly rate is 0.3% [18] - The US Department of Labor will release April PPI. The expected annual rate is 2.8%, and the core PPI annual rate is 3.4% [19] - The US Department of Labor will announce the number of initial jobless claims for the week ending May 10, with an expected value of 225,000 [20] - Federal Reserve Chairman Powell will give an opening speech and speak on the Fed's monetary policy assessment [21] - The Federal Reserve will release US April industrial output. The expected monthly rate is 0.1% [22] - The National Energy Administration will release April全社会用电量 data, which may affect related futures prices [23] May 16 - Japan's Cabinet Office will announce the preliminary value of Q1 GDP. The expected seasonally adjusted quarterly rate is -0.1%, and the annualized quarterly rate is -0.2% [24] - The US will release April building permits and new housing starts. The expected annualized total of building permits is 1.368 million, and new housing starts is 1.45 million [25] - The University of Michigan will announce the preliminary value of the US May consumer confidence index, with an expected value of 53 [26]
本周热点前瞻2025-04-07
Guo Tai Jun An Qi Huo· 2025-04-07 05:33
Report Core View - The report provides a forward - looking analysis of key events and data releases in the coming week and their potential impact on the futures market, including economic data from various countries and institutions' reports [2][3][4] Key Information by Date April 7 - Germany is expected to report a 2% month - on - month rate for seasonally adjusted industrial output in February [3] - China's March foreign exchange reserves are expected to be $32520 billion, with February's at $32272.2 billion, and February's gold reserves at 73.61 million ounces [4] - The eurozone's April Sentix investor confidence index is expected to be - 1.0, up from - 2.9 [5] - The eurozone's January retail sales had a month - on - month rate of - 0.3% and a year - on - year rate of 1.5% [8] April 9 - The EIA will release its monthly short - term energy outlook report, which may affect crude oil and related commodity futures prices [9] - The EIA will also announce the change in EIA crude oil inventory for the week ending April 4. A continued increase may suppress price increases [10] April 10 - The Fed will release the minutes of its March monetary policy meeting, which may impact the futures market [11] - China's March CPI is expected to grow 0.0% year - on - year (from - 0.7% previously), and PPI is expected to decline 2.3% year - on - year (from - 2.2% previously), with implications for different futures [12] - The US March CPI is expected to have an unadjusted annual rate of 2.6% (from 2.8% previously), and core CPI an unadjusted annual rate of 3.0% (from 3.1% previously), which may affect market expectations of Fed rate cuts [14] - The US initial jobless claims for the week ending April 5 are expected to be 215,000. A lower figure may impact different futures [15] - The Ministry of Agriculture and Rural Affairs will release the monthly report on the supply - demand situation of agricultural products [16] April 11 - The USDA will release its monthly supply - demand report, which may affect related agricultural product futures prices [17] - The US March PPI is expected to have a monthly rate of 0.1% (from 0.0% previously), and core PPI a monthly rate of 0.3% (from - 0.1% previously), which may help industrial product futures prices [18]