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10月M2同比增长10.5%,沙钢螺纹出厂价大涨300元【复盘监测日报1111-总第537期 】

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今日要点

1. 央行:10月末广义货币(M2)余额同比增长10.5% 预估为10.9%
2. 中汽协:10月汽车产销分别同比增长11%和12.5%
3. 豆二、焦煤、原油涨逾3%
4. 豆粕1-5升水37(-5),创今年度新低
5. Mysteel:全国45港到港总量2382.3万吨,环比减少180.6万吨
6. MPOC:全球棕榈油需求将下滑4%
7. USDA棉花供需月报:2020年11月预估2020/2021年度全球棉花库消比88.94%(+0.38个百分点)
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11月11日收盘为3249,较上个交易日涨92,较策略发布日涨312。
策略编号:20200802:多豆粕2101合约
变化监测:美国大豆产量,消费,期末库存均调减,但产量下调幅度高于消费
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