【2025年8月6日周三需重点关注的财经数据与事件】今日需重点关注的财经数据与事件如下： ①17:00 将公布欧元区6月零售销售月率； ②22:00会发布美国7月全球供应链压力指数； ③22:30将披露美国至8 月1日当周EIA原油库存； ④22:30会公布美国至8月1日当周EIA库欣原油库存； ⑤22:30将揭晓美国至8 月1日当周EIA战略石油储备库存； ⑥次日01:00将公布美国至8月6日10年期国债竞拍 - 得标利率； ⑦次 日01:00会发布美国至8月6日10年期国债竞拍 - 投标倍数； ⑧次日02:00美联储柯林斯将就美国和全球发 表讲话； ⑨次日02:00美联储理事库克将就美国和全球发表讲话； ⑩次日04:10美联储戴利将发表讲 话。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 ...

1. Report Industry Investment Rating No information provided in the given content. 2. Core View of the Report The report provides a comprehensive overview of the futures and spot markets for agricultural and energy commodities, along with relevant fundamental information, macro - news, and capital flow data. It covers aspects such as price trends, supply - demand dynamics, and international and domestic economic indicators, which can help investors understand the market situation and potential investment opportunities [1][2][5]. 3. Summary by Relevant Catalogs 3.1 Overnight行情 - **Futures prices and changes**: The closing prices and daily/overnight price changes of various futures contracts are presented, including Malaysian palm oil, Brent crude, US crude oil, US soybeans, etc. For example, the closing price of Malaysian palm oil 09 (BMD) is 4063.00, with a previous day's increase of 0.20% and an overnight decrease of 0.17% [1]. - **Currency exchange rates and changes**: The latest exchange rates and their daily/ten - day changes are shown for multiple currencies against the US dollar, such as the US dollar index at 97.53 with a 0.57% increase [1]. 3.2 Spot行情 - **Futures and spot prices**: Spot prices, basis, and basis changes for DCE palm oil, DCE豆油, and DCE豆粕 in different regions are provided. For instance, the spot price of DCE palm oil 2509 in North China is 8680, with a basis of 220 and no change from the previous day [2]. 3.3 Important Fundamental Information 3.3.1产区天气 - **US soybean weather outlook**: The temperature and precipitation in the US soybean - producing states from July 12 - 16 are expected to be close to or higher than normal levels. Some states like Arkansas have higher - than - normal temperature and precipitation [5][6]. 3.3.2 International供需 - **Malaysian palm oil exports**: From July 1 - 5, Malaysian palm oil exports reached 213,055 tons, a 31.59% increase compared to the same period last month [9]. - **Indian palm oil policy**: An Indian minister called for an increase in palm oil import tariffs to 44% and a minimum guaranteed price of 25,000 rupees per ton to protect domestic farmers [9]. - **Palm - based SAF**: Up to 500 million tons of palm - based residues and biomass in Southeast Asia can be used for sustainable aviation fuel production [9]. - **US soybean conditions**: As of July 6, the US soybean good - excellent rate was 66%, the emergence rate was 96%, the flowering rate was 32%, and the pod - setting rate was 8% [10]. - **US soybean exports**: The US soybean export inspection volume for the week ending July 3 was 389,364 tons, meeting expectations [10]. - **Brazilian soybean exports**: In the first week of July, Brazil's soybean exports were 1,917,950.97 tons, a 2% decrease in the average daily export volume compared to July last year [11]. - **Argentine bean粕 exports**: Argentina will export 30,000 tons of bean粕 to China for the first time [11]. - **Indian soybean in EU**: India is making progress in complying with the EUDR for soybean exports, aiming to be a leader in non - GMO soybean exports [12]. - **EU GMO soybean approval**: The EU has approved the use of GMO soybeans in food and animal feed for 10 years [12]. - **Canadian油菜 conditions**: As of June 30, the good - excellent rates of油菜 in Saskatchewan and Alberta were 58.97% and 58.1% respectively [13]. - **Nepalese oil trade**: In the first 11 months of the current fiscal year, Nepal's import of crude soybean oil increased by 613.41%, and there was a significant export of refined soybean oil [13]. - **Freight index**: The Baltic Dry Bulk Freight Index remained unchanged, with different trends in different ship - type markets [14]. 3.3.3 Domestic供需 - **Oil product sales**: On July 7, the total sales of soybean oil and palm oil were 3350 tons, a 46% increase from the previous day. The sales of bean粕 were 8.45 tons, an increase of 2.11 tons [15]. - **Inventory levels**: As of July 4, the palm oil commercial inventory decreased by 0.43%, the soybean oil commercial inventory increased by 6.75%, and the rapeseed and rapeseed oil inventories decreased [15]. - **Agricultural product prices**: On July 7, the "Agricultural Product Wholesale Price 200 Index" and the "Vegetable Basket Product Wholesale Price Index" both increased, and the prices of some agricultural products such as pork and beef also changed [16]. 3.4 Macro要闻 3.4.1 International要闻 - **US economic indicators**: The US June global supply chain pressure index was 0, and the June Conference Board Employment Trend Index was 107.83 [18]. - **OPEC+ production**: OPEC+ is expected to approve a significant increase of about 550,000 barrels per day in September [18]. - **Eurozone indicators**: The Eurozone July Sentix Investor Confidence Index was 4.5, and the May retail sales month - on - month rate was - 0.7% [18]. 3.4.2 Domestic要闻 - **Exchange rate**: On July 7, the US dollar/Chinese yuan exchange rate was 7.1506, with a 29 - point decrease (yuan appreciation) [19]. - **Central bank operations**: On July 7, the Chinese central bank conducted 106.5 billion yuan of 7 - day reverse repurchase operations, resulting in a net withdrawal of 225 billion yuan [19]. - **Foreign exchange reserves**: China's June foreign exchange reserves were 3.317422 trillion US dollars, higher than expected [19]. 3.5资金流向 - **Futures market capital flow**: On July 7, the futures market had a net capital outflow of 27.355 billion yuan, including a net outflow of 4.978 billion yuan in commodity futures and 22.377 billion yuan in stock index futures [22]. 3.6套利跟踪 No information provided in the given content.

Core Insights - The global supply chain pressure index for the United States in June is reported at 0, a significant decrease from the previous value of 0.19 [1] Summary by Category - **Supply Chain Pressure** - The index indicates a complete alleviation of supply chain pressures in June, contrasting with the prior month's value [1]

Core Insights - The global supply chain pressure index for June in the United States is set to be released shortly, indicating potential shifts in supply chain dynamics and economic conditions [1] Group 1 - The upcoming release of the global supply chain pressure index may provide insights into current supply chain challenges faced by industries [1] - Monitoring the supply chain pressure index is crucial for understanding the broader economic implications and potential investment opportunities [1] - The timing of the index release suggests that market participants are keenly awaiting data that could influence trading strategies and economic forecasts [1]

Core Insights - The global supply chain pressure index for the United States in May is reported at 0.19, a significant increase from the previous value of -0.29, indicating a shift in supply chain dynamics [1] Group 1 - The current index value of 0.19 suggests a rise in supply chain pressures compared to the previous month [1] - The previous index value of -0.29 indicates that supply chain pressures were easing prior to May [1]

Core Insights - The global supply chain pressure index for May in the United States is set to be released shortly, indicating potential shifts in supply chain dynamics and economic conditions [1] Group 1 - The upcoming release of the global supply chain pressure index may provide insights into current supply chain challenges faced by industries [1] - Monitoring the supply chain pressure index is crucial for understanding the broader economic implications and potential investment opportunities [1] - The timing of the index release suggests that it could influence market sentiment and investor decisions in the near term [1]

Key Points - The Federal Reserve will release its Beige Book, providing insights into the economic conditions across the U.S. [1] - China's Caixin Services PMI for May will be announced, which is crucial for understanding the service sector's performance [1] - The unemployment rate for Switzerland in May will be adjusted and reported [1] - Eurozone's Producer Price Index (PPI) for April will be released, indicating inflation trends [1] - Challenger's report on U.S. job cuts for May will be published, reflecting employment trends [1] - The European Central Bank (ECB) will announce its interest rate decision, impacting monetary policy [1] - The U.S. trade balance for April will be reported, providing insights into trade dynamics [1] - Initial jobless claims in the U.S. for the week ending May 31 will be released, indicating labor market conditions [1] - ECB President Lagarde will hold a press conference, likely discussing monetary policy and economic outlook [1] - The Global Supply Chain Pressure Index for May will be published in the U.S., reflecting supply chain conditions [1] - EIA's natural gas inventory report for the week ending May 30 will be released, impacting energy markets [1] - Federal Reserve Governor Cook will speak on economic outlook, providing insights into future monetary policy [1] - Federal Reserve's Harker will discuss economic prospects, which may influence market expectations [1] - Federal Reserve's Schmidt will address banking policies, relevant for financial sector stability [1]

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core View - The subsequent market will be priced based on uncertainties such as geopolitics, tariffs, and overseas economic prospects, and the short - term silver price will maintain high - level volatile operation [6] 3. Summary by Directory 3.1 Disk Situation - The main contract of Shanghai Silver had little fluctuation today. The opening price was 8,240 yuan/kg, the highest price was 8,280 yuan/kg, and the closing price was 8,252 yuan/kg [3] 3.2 Spot Market - Today's spot silver price was 32.959 US dollars/ounce, with a change of - 0.192 US dollars/ounce and a change rate of - 0.58% [4] 3.3 Macroeconomic Analysis - The US Global Supply Chain Pressure Index in April was announced as - 0.29, with the previous value being - 0.17. Facing the current weak US economic data, Trump's tariff policy is having a fatal backlash effect. US importers' pre - stocking behavior to deal with the 300 billion US dollars of commodity tariffs has led to a sharp increase in inventory and exacerbated economic fluctuations. Fed Chairman Powell said the Fed can be patient and does not need to rush to cut interest rates, and Trump's statement "will not affect the Fed's work at all" [5]

Core Insights - The article highlights a reduction in supply chain pressures in the U.S. as of April, indicating a positive trend for businesses [1] Supply Chain Index - The New York Federal Reserve reported a global supply chain pressure index of -0.29 for April, an improvement from a revised -0.17 in March, suggesting that supply chains are experiencing no significant stress [1]

Group 1 - The global supply chain pressure index for the US in April is reported at -0.29, indicating a slight increase in supply chain pressures compared to the previous value of -0.18 [1]