
5月14日财经早餐:美元下滑,金价从一周低点回升,油价重挫4%
周四(5月13日)美元指数(90.7312, 0.0133, 0.01%)创出两周来最大涨幅后在停止上涨,市场权衡经济重新开放迹象和通胀持续更久的风险;美国10年期国债收益率下滑,瑞郎(0.9056, 0.0006, 0.07%)、日元等传统避险货币走高。
现货黄金尾盘收涨约11美元,尾盘报1826.72美元/盎司,因美元和美国国债收益率下跌,此前数据显示美国生产者价格指数(PPI)上涨超出预期,增添了通胀压力上升迹象。油价急挫逾3%,受累于印度疫情加重和美国燃料管道恢复。
商品收盘方面,COMEX 6月黄金期货收涨0.07%,报1824.00美元/盎司。WTI 6月原油期货收跌2.26美元,跌幅3.42%,报63.82美元/桶;布伦特7月原油期货收跌2.27美元,跌幅3.27%,报67.05美元/桶。
美股三大指数全线上涨,道琼斯指数收盘上涨433.32点,涨幅1.29%,报34020.98点;
标普500
指数收盘上涨49.92点,涨幅1.23%,报4112.80点;纳斯达克综合指数收盘上涨93.31点,涨幅0.72%,报13124.99点。
周五前瞻
凌晨01:00 达拉斯联储主席卡普兰参加由德克萨斯大学奥斯汀麦库姆斯商学院主办的线上问答环节
美国股市结束三连跌,劳动力市场走强的迹象盖过了通胀担忧,投资者从成长股转向价值股。工业,金融和公用事业类股领涨
标普500
指数,能源股追随油价跌势。纳斯达克100指数跑输主要股指,特斯拉下挫,该公司首席执行官马斯克此前宣布将不再接受比特币作为购车支付方式,比特币重挫。
Northwestern Mutual Wealth Management的首席投资策略师Brent Schutte表示,去年大部分时候我们一直投资在周期性价值股和小型股上,我们的预测是周期性股票上涨将带动大盘走高,这正是现在看到的情况。我们坚定相信该趋势将持续下去。
E*Trade Financial的投资策略部门董事总经理Mike Loewengart表示,暂时抛开通胀问题,上周首次申请失业救济金人数触及疫情期新低,说明我们距离经济完全重启更近了,这无疑是件好事。
贵金属与原油
现货黄金
尾盘收涨约11美元,尾盘报1826.72美元/盎司,因美元和美国国债收益率下跌,此前数据显示美国生产者价格指数(PPI)上涨超出预期,增添了通胀压力上升迹象。
周三数据显示美国4月消费者价格指数(CPI)涨幅创2009年以来高位后,金价当天已经跌逾1%。不过美联储副主席Richard Clarida仍表示,事实可能会证明通胀率上升是暂时的。
BMO Capital Markets金属衍生品交易主管Tai Wong称,尽管PPI涨幅高于预期,但经过昨天CPI数据后这种状况完全在意料之中,传导压力没有更高让人们有些松口气,因此我们看到收益率和美元下跌,这提振了黄金。
Franklin Equity Group投资组合经理Steve Land表示,经过一年来的防疫封锁后,全球经济仍处于极端压力下,全球经济完全复苏的道路不可能在所有地方都是一帆风顺的,许多通胀率较高的国家可能会推动该地区对黄金的通胀对冲需求。
油价随大宗商品下跌,并创一个多月最大跌幅,油价一度跌逾4%,美油、布油分别刷新5月3日以来低点至63.09美元/桶、66.48美元/桶;因为日益紧张的通胀担忧提高了美联储降低政策宽松力度的可能性。WTI周四下跌3.4%,至4月底以来最低;美国4月份PPI涨幅超出预期,增加了通货膨胀压力上升的迹象。
OANDA高级市场分析师Edward Moya表示,随着投资者为大宗商品超级周期交易按下暂停键,原油价格一直在稳步下跌。对通胀的担忧让一些投资者感到不安,推动他们在能源交易上获利了结。
上周的网络攻击而停运的美东汽油供应主力Colonial Pipeline开始重启输油管道,周四表示其服务的每个市场到午间应开始收到供油;不过,知情人士称,该管道运行效率依然不到运能的一半。
外汇
美元指数
创出两周来最大涨幅后在周四停止上涨,市场权衡经济重新开放迹象和通胀持续更久的风险。美国10年期国债收益率下滑,
标普500
指数上涨。瑞郎、日元等传统避险货币走高,与大宗商品相关的加元、澳元(0.7728, 0.0001, 0.01%)等下跌。
美元指数
跌0.07%至90.72,此前一度下滑0.2%,周三该指数上涨0.7%;10年期美国国债收益率跌至1.657%。
法国兴业银行的Kit Juckes在报告中称,关于美元,主要还是看其它地方发生的状况,无论美联储在CPI涨幅超预期情况下是否保持坚定,我们都肯定若看到通胀率大幅上升,欧洲央行会保持警惕。在德国国债收益率上升情况下,如果
欧元(1.2084, 0.0004, 0.03%)兑美元
下跌太多我会惊讶的,即便美国国债收益率上升更多一点。
不过,彭博美元即期指数3个月隐含波动率触及4月以来高点后回落。彭博大宗商品指数下跌。
德意志银行宏观策略师Alan Ruskin写道,尽管通胀大涨幅度之大,似乎不太可能在未来几个月出现全面逆转,但单个月的数据不太可能促使美联储立即改变其立场。
欧元兑美元
涨0.07%至1.2081,稍早上涨0.3%至1.2106;
美元兑日元(109.59, 0.1400, 0.13%)
下跌0.18%至109.47;DTCC数据显示,大量在109.58现汇等值水平上对冲的短期远期合约可能支撑了
美元兑日元
。
美元兑加元(1.2166, 0.0005, 0.04%)
上涨0.23%至1.2162,稍早涨0.6%,为5月4日以来最大涨幅;加拿大央行行长Tiff Macklem称将关注汇率走势;并称大宗商品价格上涨带动下的汇率升值可能不利于出口。
纽元在G-10货币中涨幅居前,
纽元兑美元
上涨0.22%至0.7174美元,稍早上涨0.5%,创5月7日以来最大涨幅;不过近13亿纽元执行价在0.7260/70的5月18日到期合约可能使涨势放缓。
一度上涨0.27%至0.7746美元,扭转稍早跌势。
国际要闻
【美联储理事沃勒:美联储不会对美国临时性的通胀反应过度,若干临时性因素推高通胀。还需要几个月的数据才能知道经济是否取得了“实质性的进一步进展”,这是美联储缩减资产购买计划的基准。预计美联储还将在一段时期内维持宽松政策。在判断美国经济所取得的进展上,需要观察好几个月的数据。预计第二季度GDP增长率可能高达8%】
【美联储布拉德:预计整个夏季的就业报告将会非常强劲,目前的货币政策良好,不希望在危机中改变政策,谈论缩减购债还为时过早】
【加拿大央行行长麦克勒姆:通货膨胀的上升将是暂时的,通货膨胀将会下降,因为一些行业仍然疲软。不会因一个月的通胀数据而对政策产生重大改变。大宗商品价格上涨对加拿大来说是个好消息,如果加元继续上涨,可能会对出口预期造成更大的不利影响,我们正在观察这一点】
【芝商所(CME)将COMEX铜期货的维持保证金从6100美元/手上调至6600美元/手,上调幅度为8.2%;将RBOB汽油期货的维持保证金从5700美元/手上调至6100美元/手,上调幅度为7%】
【输油管道公司Colonial Pipeline:所有输油管道系统已重启,系统重启后,交付供应链需要几天时间才能恢复正常】
【美国劳工部:4月美国生产者价格指数同比涨超6%,刷新历史最高年度涨幅】美国劳工部公布最新数据显示,4月美国生产者价格指数上涨0.6%,预期涨0.3%,与2020年同期相比飙升6.2%,刷新了该机构自2010年开始追踪该数据以来的最大涨幅。劳工部的报告显示,钢铁产品的大幅上涨推动了4月生产者价格的巨大涨幅。除了物价上涨外,劳工部表示另一主要原因是与去年同期受疫情影响放缓的经济相比,今年美国通货膨胀率较高。美联储此前已发出警告称,接下来数月中如有与去年同期比较的数据发布,其间变化将会格外明显。(央视)
【拜登与共和党议员讨论基础设施计划 称愿意做出让步】美国总统拜登与六位共和党参议员举行会议时表示,愿意在其2万亿美元的基础设施计划上做出妥协。这些参议员已经强调了了与拜登存在的重大分歧,但表示或许有可能达成协议。不过,共和党内部普遍反对拜登计划的规模以及为其支出计划提供资金的增税方案。“今天共和党人将了解美国总统对达成基础设施协议是否是认真的,”与会的密西西比州联邦参议员Roger Wicker周四早些时候在推特上表示。“我们的会议有一个真诚的方案在桌面上,我们准备好与总统和我们的民主党同事合作。”
【美联储隔夜逆回购操作的需求量达到2020年3月以来最高】美联储隔夜逆回购操作的使用率周四达(5月13日)到2020年3月以来最高水平。36位参与者的总量为2,352亿美元,为2020年第一季度末以来最高,高于周三的2,093亿美元。该工具的隔夜利率为0%,帮助暂时减少银行体系的准备金余额。
国内要闻
【开源证券中期策略:市场需寻找“新共识” 周期股将跑赢对应商品】5月13日,在开源证券2021年中期策略会上,开源证券策略首席分析师牟一凌发表2021下半年投资策略展望,他认为当下价值型周期行业PB水平整体处于历史最低位置,未来库存周期的波动仍然决定了周期的方向。但周期股的弹性正在回归:收益率不再像过去10年那样跑输自身ROE水平,而周期股未来将跑赢对应商品。(中国证券网)
【郑商所调整多个品种交易保证金标准和涨跌停板幅度】郑商所公告,自2021年5月18日结算时起,甲醇期货合约的交易保证金标准调整为8%,涨跌停板幅度调整为7%;尿素期货合约的交易保证金标准调整为7%,涨跌停板幅度调整为6%;玻璃期货2107、2108和2109合约的交易保证金标准调整为10%,玻璃期货2106、2107、2108和2109合约的涨跌停板幅度调整为8%。

文章评论
Secretary of State Marco Rubio appeared to escalate the Trump administration’s confrontation with Panama on Sunday, telling its leader that President Trump had determined that Chinese “influence and control” over the Panama Canal threatens the waterway and demanding “immediate changes,” according to the State Department.
<a href=https://kra-24.at>kra27 at</a>
Panama’s president, Jose Raul Mulino, provided a different account of the discussion, saying after the meeting that he did not believe Mr. Rubio had conveyed a threat that Mr. Trump might move to reclaim the American-built shipping route. He said he saw little risk of such an intervention.
<a href=https://kra-20at.cc>kra21 at</a>
But President Trump, speaking to reporters at Joint Base Andrews in Maryland about the canal on Sunday, said that “we’re going to take it back, or something very powerful is going to happen.”
<a href=https://kra23-at.cc>kra20.cc</a>
The State Department’s summary of the meeting in Panama City, Mr. Rubio’s first with a foreign leader since becoming secretary of state, struck a tone that was sometimes aggressive. It said Mr. Rubio had told his host that Mr. Trump had made a “preliminary determination” that China’s government exercised control over the canal.
kra26 cc
https://kraken26at.com
deep web drug links https://github.com/darknetmarkets2025/darknetmarketlinks - drug markets onion deep web sites
buy furosemide 100mg sale - <a href="https://urostrom.com/betnovatecream/">order betnovate 20gm generic3</a> brand betnovate 20gm
dark market list <a href="https://github.com/darkwebmarketslinks/darkwebmarkets ">deep web drug url </a> dark web markets
the dark internet <a href="https://github.com/darknetmarketslinks/darknetmarketlinks ">dark market 2025 </a> drug markets onion
A brief history of sunglasses, from Ancient Rome to Hollywood
<a href=https://kra27-28.cc>кракен ссылка</a>
Sunglasses, or dark glasses, have always guarded against strong sunlight, but is there more to “shades” than we think?
The pupils of our eyes are delicate and react immediately to strong lights. Protecting them against light — even the brilliance reflected off snow — is important for everyone. Himalayan mountaineers wear goggles for this exact purpose.
Protection is partly the function of sunglasses. But dark or colored lens glasses have become fashion accessories and personal signature items. Think of the vast and famous collector of sunglasses Elton John, with his pink lensed heart-shaped extravaganzas and many others.
When did this interest in protecting the eyes begin, and at what point did dark glasses become a social statement as well as physical protection?
The Roman Emperor Nero is reported as holding polished gemstones to his eyes for sun protection as he watched fighting gladiators.
We know Canadian far north Copper Inuit and Alaskan Yupik wore snow goggles of many kinds made of antlers or whalebone and with tiny horizontal slits. Wearers looked through these and they were protected against the snow’s brilliant light when hunting. At the same time the very narrow eye holes helped them to focus on their prey.
In 12th-century China, judges wore sunglasses with smoked quartz lenses to hide their facial expressions — perhaps to retain their dignity or not convey emotions.
dark web search engine <a href="https://github.com/darkwebwebsites/darkwebwebsites ">dark internet </a> darknet drug links
dark web markets <a href="https://github.com/darkwebmarketslinks/darkwebmarkets ">darknet marketplace </a> darknet drug store
onion market <a href="https://github.com/darknetmarketslinks/darknetmarketlinks ">tor markets </a> free dark web
deep web links <a href="https://github.com/darkwebwebsites/darkwebwebsites ">darkweb marketplace </a> dark web search engines
best darknet markets <a href="https://github.com/darknetmarkets2025/darknetmarketlinks ">darkmarket link </a> how to get on dark web
Mexico's President Claudia Sheinbaum, US President Donald Trump and Canada's Prime Minister Justin Trudeau. Getty Images
CNN
—
President Donald Trump announced that he’s pausing tariffs on Mexico and Canada after speaking to leaders of both countries on Monday — just hours before the sweeping actions were set to go into effect.
<a href=https://kraken28-at.net>kra28 at</a>
The proposed tariffs, which Trump announced Saturday, consisted of a 25% duty on all imports from Mexico and most from Canada (there was a carve-out for a 10% tariff on energy products), and a new 10% tariff on Chinese goods. Trump said earlier Monday that he’d be speaking with China soon.
<a href=https://kraken28-at.net>kra28 cc</a>
Trump paused the tariffs on America’s neighbors after Mexican President Claudia Sheinbaum and Canadian Prime Minister Justin Trudeau made commitments, some of which they’d already made, to bolster security at their respective borders with the United States.
<a href=https://kra-28.at>kra28 at</a>
“I just spoke with President Claudia Sheinbaum of Mexico. It was a very friendly conversation wherein she agreed to immediately supply 10,000 Mexican Soldiers on the Border separating Mexico and the United States,” Trump wrote on Truth Social earlier Monday.
“These soldiers will be specifically designated to stop the flow of fentanyl, and illegal migrants into our country,” he wrote.
He took to Truth Social with a similar announcement later in the day, after Trudeau first announced the 30-day pause.
kra28 at
https://kpa28.at
deep web drug markets <a href="https://github.com/darknetmarketslinks/darknetmarketlinks ">darknet drug store </a> blackweb official website
drug markets onion <a href="https://github.com/darkwebmarketslinks/darkwebmarkets ">deep web markets </a> darknet market list
darkmarket url <a href="https://github.com/darkwebwebsites/darkwebwebsites ">darkweb marketplace </a> darkmarket url
darknet market list https://github.com/tormarkets2025ukaz1/tormarkets2025 - dark market 2022
deep web drug store <a href="https://github.com/darkwebmarketslinks/darkwebmarkets ">darknet links </a> deep web sites
dark markets 2022 https://github.com/darknetdruglinksvojns/darknetdruglinks - darkmarkets
dark market https://github.com/darknetwebsitesgflpx/darknetwebsites - darknet drug links
black internet <a href="https://github.com/darknetmarketslinks/darknetmarketlinks ">tor marketplace </a> darknet market lists
dark market link https://github.com/tormarkets2025ukaz1/tormarkets2025 - dark markets 2022
dark web links https://github.com/darknetmarketlinks2025/darknetmarkets - deep web drug store
darknet sites https://github.com/darkmarketlinkp22jr/darkmarketlink - darknet site
drug markets dark web https://github.com/darknetdruglinksvojns/darknetdruglinks - dark market 2022
darknet markets 2025 <a href="https://github.com/darkwebwebsites/darkwebwebsites ">darknet links </a> darknet drug market
darknet market <a href="https://github.com/darknetmarkets2025/darknetmarketlinks ">tor markets links </a> tor markets links
dark market onion <a href="https://github.com/darknetmarketslinks/darknetmarketlinks ">dark web link </a> the dark internet
tor market url https://github.com/tormarkets2025ukaz1/tormarkets2025 - drug markets dark web
darknet market list https://github.com/darknetdruglinksvojns/darknetdruglinks - darknet market lists
tor markets https://github.com/darknetmarketlinks2025/darknetmarkets - dark web sites
darknet drug links https://github.com/darkmarketlinkp22jr/darkmarketlink - darkmarket url
deep web drug markets <a href="https://github.com/darkwebwebsites/darkwebwebsites ">dark web market </a> deep web drug links
blackweb <a href="https://github.com/darknetmarkets2025/darknetmarketlinks ">deep dark web </a> dark web sites
darknet market https://github.com/darknetwebsitesgflpx/darknetwebsites - darkmarket url
darknet drug store https://github.com/darkmarketlinkp22jr/darkmarketlink - tor markets 2022
darknet site https://github.com/tormarkets2025ukaz1/tormarkets2025 - dark web market links
darkmarkets <a href="https://github.com/darkwebwebsites/darkwebwebsites ">dark web search engines </a> how to access dark web
darknet drug links <a href="https://github.com/darknetmarkets2025/darknetmarketlinks ">blackweb </a> bitcoin dark web
onion market https://github.com/darknetwebsitesgflpx/darknetwebsites - darknet market list
darknet market <a href="https://github.com/darknetmarketslinks/darknetmarketlinks ">darknet marketplace </a> dark web links
darknet sites https://github.com/darkmarketlinkp22jr/darkmarketlink - deep web drug url
darknet drug links https://github.com/darknetdruglinksvojns/darknetdruglinks - dark markets 2022
onion market <a href="https://github.com/darkwebwebsites/darkwebwebsites ">dark market 2025 </a> darkmarket link
dark markets 2022 https://github.com/darknetwebsitesgflpx/darknetwebsites - dark market
dark web market <a href="https://github.com/darknetmarketslinks/darknetmarketlinks ">darknet search engine </a> tor market url
dark web market links https://github.com/darknetmarketlinks2025/darknetmarkets - deep dark web
darkmarket https://github.com/tormarkets2025ukaz1/tormarkets2025 - darknet market list
dark web sites https://github.com/darknetdruglinksvojns/darknetdruglinks - tor market url
dark web links <a href="https://github.com/darkwebwebsites/darkwebwebsites ">dark web links </a> tor market url
dark web sites https://github.com/darknetwebsitesgflpx/darknetwebsites - darkmarket 2022