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9月27日期货市场盘前必读——宏观篇
uSMART盈立智投 09-27 10:06

9月27日uSMART期货盘前必读:

1. 经合组织将2023年全球经济增长预期下调至2.2%,此前为2.8%;将2023年美国经济增长预期下调至0.5%,此前预期为1.2%;将2023年欧元区经济增长预期下调至0.3%,此前为1.6%。

2. 世界银行:2023年东亚和太平洋地区经济将增长4.6%。

3. 中国国家统计局:8月末,规模以上工业企业资产总计150.99万亿元,同比增长9.6%;负债合计85.76万亿元,增长10.0%;所有者权益合计65.23万亿元,增长9.2%;资产负债率为56.8%,同比提高0.2个百分点。

4. 中国央行今日开展7天期1130亿元和14天期620亿元逆回购操作,因今日有20亿元逆回购到期,当日实现净投放1730亿元。

5. 当地时间9月26日,前白宫经济顾问史蒂夫·摩尔在接受采访时表示,随着美联储大幅加息,世界经济衰退风险大增,美国经济面临着巨大的问题,同时很难找到解决办法。摩尔表示,美联储和美国政府去年有关通胀的认识大错特错。他们当时说通胀是暂时的,然而事实却是,通胀已经根深蒂固。摩尔认为,美国政府鲁莽地向市场注入万亿美元规模的流动性,是造成通胀的罪魁祸首

6. 总结来看,油价近期盘中波动节奏与美元高度联动,短线受美元压制较为明显。随着OPEC增产步伐大幅放缓,后期能提供稳定增量的供应端较不确定,即仍难以摆脱低库存且库存拐点暂不明朗的阶段,暂不支持趋势性看空,随着美元涨势放缓,预计油价有望迎来上涨波段。

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