Monday(5month30日)亚市盘初,现货黄金震荡微涨,目前交投于1860Near the US dollar, on the one hand, the tense geopolitical situation between Russia and Ukraine and the continued weakness of the US dollar provide support for gold prices, but on the other hand, the US4月消费者支出增幅超预期,强化美联储加息预期,通胀见顶预期升温,打压购买黄金抵御通胀的需求,美国股市持续反弹,市场对亚洲疫情的担忧情绪降温,打压避险需求,短线金价面临的下行风险有所增加。尽管调查显示,多数华尔街分析师和散户倾向于看涨后市,尤其是油价上涨可能拉高通胀预期,短线金价仍有震荡走高的机会,但本周还将迎来美国ISMManufacturing and non manufacturing industriesPMIData and market expectations are relatively optimistic, which may suppress gold prices; In addition, this week's US non farm employment report may also be unfavorable for gold prices, given the relatively strong US job market.
国际油价周一亚洲时段攀升至逾两个半月高位,因亚洲疫情的好转令市场重燃对需求复苏的信心,而供给端则面临着越来越多的不确定性:欧盟正在紧锣密鼓地制定一项计划,试图禁止从俄罗斯进口原油;周末伊朗在波斯湾海域扣押两艘希腊油轮的消息,也令人们对霍尔木兹海峡的石油运输风险感到忧虑。行情数据显示,布伦特原油futures价格日内上涨0.61USD, increase0.51%,最新交投于每桶120.04USD, this is from3month9日以来布伦特原油价格首度重返120美元关口上方。美国WTI原油期货则上涨0.93USD, increase0.82%To each barrel116.01美元,延续了上周以来的强势表现。在美国和欧洲的夏季需求高峰到来之前,全球汽油、柴油和航空燃油的需求就已经不断上升,若欧盟对俄罗斯石油的进一步禁令达成,料将使原油市场供应更为紧张。