Federal Reserve Chair Kevin Warsh said the Fed will not provide forward guidance and will set a new policy direction to enable better decision‑making.

2026-07-01

Federal Reserve Chair Kevin Warsh said the Fed will not provide forward guidance and will set a new policy direction to enable better decision‑making.

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2026-07-01

【尽管囤积库存提振了产量,英国制造业活动仍放缓】PMI数据显示,尽管企业为应对价格上涨和中东冲突引发的供应链问题而提前囤货,从而提振了产量,但英国6月份的制造业活动仍有所放缓。英国6月制造业PMI终值降至52.5,低于初值53.1及5月份的53.9。该指数高于50即表明行业活动处于扩张状态。调查显示,产出分项指数升至52.6(前值为52.2),创下2024年9月以来的最高水平。然而,新订单的增长大幅放缓,这与英国工业联合会上周公布的调查结果相吻合。标普分析师Rob Dobson表示:“英国制造业以积极态势结束了今年第二季度。”“能否维持这一增长势头正日益引发关注。目前,制造商正受益于客户的战略性囤货行为,因为客户希望借此防范供应链中断和预期中的价格上涨。但新订单接收量的增速下滑表明,这种提振效应已开始减弱。”

2026-07-01

Night session open: China domestic main futures mostly lower. LPG down over 3%; SC crude, methanol, synthetic rubber and fuel oil down over 2%; styrene (EB), low‑sulfur fuel oil (LU) and ethylene glycol (EG) down about 2%. Iron ore up nearly 2%; rapeseed meal up over 1%; soybean meal up about 1%.