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中国9月社融超预期;中西部螺纹表需大幅增加【复盘监测日报1014-总第517期 】

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今日要点

1. 中国9月社会融资规模增量为3.48万亿元,预估为3万亿元
2. IMF:10月预估2020年全球经济将萎缩4.4%(环比6月上调0.8%)
3. 苯乙烯涨逾4%,沪银跌超3%
4. 焦炭2101-2105价差升水169(+22.5),创今年度新高
5. 钢谷网:本周中西部建材社会库存环比下降3.11%,厂库环比下降8.64%,产量上升1.5%
6. USDA美豆生长报告:截至10月11日当周优良率63%,环比降1个百分点,收割率61%
7. USDA美棉种植生长:截止10月11日美棉采摘率26%(同比-4%),优良率保持40%
今天鹰眼监测日报带你一文读透期现市场。

一、策略跟踪

1、豆粕2101合约10月14日收盘为3233,较上个交易日跌5,较策略发布日涨296。
策略编号:20200802:多豆粕2101合约
变化监测:美豆优良率环比下降1%至63%
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