每日更新 - 石油 欧佩克 美联储 The Daily Update - Oil OPEC Fed

周末的一个大消息是,特里萨•梅拥有一条价值995英镑的皮革长裤,然而这一消息被欧佩克方面的报道淹没了。沙特阿拉伯宣布,同意从1月份开始削减生产,其石油部长哈立德·法力赫报告说,沙特将“大幅削减到上个月达成的目标以下”。布伦特原油在早盘交易中上涨6.4%至57.89美元,如今从11月份协议首次公布以来上涨了约20%。

欧佩克与非欧佩克成员国之间达成的协议是15年来首次达成的协议,涉及墨西哥和俄罗斯等国,其泵送世界原油的60%,但不包括美国,中国,加拿大和巴西等国。分析师认为,在合理遵守协议的情况下,削减将足以在明年推动市场出现赤字,从而创造更强的定价。

债券收益率在全球上升,而石油和天然气市场在大幅下挫的背景下,在亚洲增长看好。如今和未来的供应不利于债券市场,如在美联储会议预计在星期三晚上加息之前,美国国债10年期票据拍卖200亿美元,30年期债券拍卖120亿美元。

随着期货市场100%定价的加息,市场的重点将是联邦公开市场委员会对未来上涨的前瞻性指导。成员以前对未来加息的速度和寿命的期望的所谓“点图”有些变化,表明委员会尚未就其基准利率观点形成坚定的共识。现在,由于缺乏有关新政府财政政策的信息,美联储成员2017-18年的经济增长预测将非常容易面临修订,直到有关特朗普总统政策的更多细节得到明确为止。

这可能需要几个月的时间,从而美联储主席管理委员会会经历一段非常困难时期。

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