Group 1 - The yield on India's 10-year government bonds increased by 3 basis points to 6.37% [1] - The Indian Rupee depreciated by 0.7% against the US Dollar [1] - The rise in oil prices is cited as a contributing factor to these financial movements [1]

Core Viewpoint - Iran's oil export is expected to range between 1.7 to 1.8 million barrels per day this year, influenced by current production cuts and regional stability concerns [1] Group 1: Oil Export Projections - Iran's oil export volume is projected to be between 1.7 million and 1.8 million barrels per day for the current year [1] Group 2: OPEC+ Production Dynamics - OPEC+ has maintained a good level of idle capacity despite the ongoing production cuts [1] Group 3: Market Risks - Any attacks in the region are likely to significantly increase oil prices, regardless of the supply situation [1]

【聚烯烃与苯乙烯上周行情复盘及后市展望】上周，聚烯烃延续弱势，价格重心小幅回落。LLDPE主 力合约收6960元/吨，周跌2.25%，持仓增32668手；PP主力合约收6875元/吨，周跌1.46%，持仓增43002 手。现货价格偏弱调整，截至上周五，国内LLDPE市场主流价7050 - 7700元/吨；PP市场，华北、华 东、华南拉丝主流价格各有区间。供给上，装置集中检修，供应压力稍缓。截至5月29日当周，PE开工 率73.34%，PP开工率77.13%（降0.51%）。需求处季节性淡季，下游订单不足，表现疲软。各行业开工 率有不同变化。库存方面，2025 - 05 - 30，两油库存73万吨，环比降2万吨。截至5月30日当周，PE贸易 库存、PP社会贸易库存均下降。成本端，OPEC+计划7月增产利空油价，但地缘冲突支撑油价反弹。聚 烯烃供需宽松，对价格支撑不足，不过成本反弹有短期提振。预计低位区间震荡偏弱，建议滚动反弹做 空。期权方面，建议上游企业持看跌期权买权，给出LLDPE、PP参考支撑和压力位。上周，苯乙烯价 格震荡回落，EB07合约收7140元/吨，周跌2.26%，持仓增203027手。现货价格震 ...

澳元/美元 75% 25% 澳元/日元 69% 31% 加元/日元 25% 75% 纽元/美元 53% 47% 纽元/日元 73% 27% 美元/离岸人 69% 31% 民币 香港恒生指数 68% 32% 标普500指数 82% 18% 纳斯达克指数 80% 20% 道琼斯指数 60% 40% 日经225指数 33% 67% 德国DAX40指 23% 77% 数 外汇 r 多头 空头 欧元/美元 74% 26% 欧元/英镑 77% 23% 欧元/日元 25% 75% 欧元/澳元 10% 90% 英镑/美元 25% 75% 英镑/日元 37% 63% 美元/日元 53% 47% 美元/加元 76% 24% 美元/瑞郎 90% 10% 免责声明:本图表数据来源于公众号:嘉盛集团,数据仅供参考,不作为任何投资建议。 特朗普再挥"关税大棒"，钢铁关税本周将翻倍至50%；欧佩克+增产幅度符合预期，国际油价周一高开高走。当前美油卖出信号 有所减弱，后市情绪如何？欢迎前往"数据库-嘉盛市场晴雨表"查看并订阅（数据每10分钟更新1次） ...

在油价下跌之际，OPEC正在增产，以期在美国页岩油产量增加的情况下提升市场份额。 土耳其应在新建核电站方面实现合作伙伴多元化。 国际能源署（IEA）署长法提赫·比罗尔：预计油价将保持在"温和"水平。 俄罗斯和伊朗给油价带来疑问。 由于供应过剩，预计油价不会长期高企。 俄罗斯的经济问题比预想的更糟。 ...

国际能源署署长比罗尔：预计油价将保持适度水平。 ...

智通财经5月28日电，埃克森美孚首席执行官表示，即使油价达到50美元，公司也不会改变财务计划。 ...

Core Viewpoint - The Eurozone economy unexpectedly contracted in May, with the services sector experiencing its worst performance in 16 months, overshadowing a slight improvement in manufacturing [1][5]. Group 1: Economic Activity - Eurozone private sector activity unexpectedly shrank in May, primarily due to weak performance in the services sector [5]. - France's economic activity has contracted for nine consecutive months, with a composite PMI rising slightly from 47.8 in April to 48 in May, still below the 50 threshold [4][7]. - Germany's PMI data also disappointed, with a decline in the services sector, although infrastructure reforms and military rebuilding plans by the new government may provide future support [10]. Group 2: PMI Data - The Eurozone composite PMI fell from 50.4 in April to 49.5 in May, below analysts' expectations of 50.6 [6]. - The services PMI preliminary value was 48.9, lower than the expected 50.5 and previous value of 50.1 [6]. - The manufacturing PMI preliminary value was 49.4, slightly above the expected 49.2 and previous value of 49 [6]. Group 3: Sector Performance - The weak performance of the services sector is the key factor leading to the overall PMI decline, indicating a more challenging road to recovery for the Eurozone economy [5]. - Despite the overall poor data, the Eurozone's manufacturing sector showed improvement, marking the first time since the pandemic began that manufacturing outperformed services [5]. - In Spain and other Southern European countries, performance was relatively better, with strong tourism demand reported by Ryanair Holdings Plc [13].

欧佩克+讨论增产 国际油价应声走低 金十数据5月22日讯，美、布两油日内均跌1%，现分别报60.59美元/桶和63.50美元/桶。此前报道称欧佩 克+讨论7月再次大规模增产。 ...

卡塔尔能源部长：液化天然气扩张的资本支出需要油价达到70或80美元。 ...