贵金属策略日报：鲍威尔发言后市场提前交易利率高点，白银表现继续强于黄金

xx | 2022-12-02 12 50bp 11PMI49 49 2023 12 11PMI GDP F3048194Z0015547 50bp qutao@citicsf.com 1900-2000 / 26.10 / LBMA ETF2650035666 ETFiShare1500011000 18.27 23.07 80 / 1.COMEX1620/20.4-21/2. 1.2. / & / 406.56 408.02 -1.46 -0.36% comex / 1776.90 1763.60 13.30 0.75% / -0.84 -0.35 -0.49 140.00% / -2.78 0.72 -3.50 -486.69% COMEX 752.52 760.53 -8.02 -1.05% SPDRETF 908.09 908.09 0.00 0.00% -10 % 3.68 3.75 -0.07 -1.87% 7.1769 7.1989 -0.02 -0.31% 106.99 106.81 0.18 0.17% -10 % 1.34 1.50 -0.16 -10.67% 10 % 2.34 2.25 0.09 4.00% 80.80 82.28 -1.48 -1.80% 500 3957.63 3963.94 -6.31 -0.16% VIX 20.58 21.89 -1.31 -5.98% / 4914.00 4921.00 -7.00 -0.14% comex / 22.19 21.42 0.78 3.62% / -7.00 -22.00 15.00 -68.18% / -184.38 3.97 -188.34 -4748.04% COMEX 9517.33 9544.97 -27.64 -0.29% SLVETF 14907.55 14907.55 0.00 0.00% :2023 12 :1. : 2023 ETP 2022-11-29 11 102.5 100 100.2 2022-11-30 API ()( 1014) -481.9 -- -785 2022-11-30 EIA ()( 1014) -369.1 -- -1258 2022-11-30 11 ADP ( ) 239 200 127.0 2022-11-30 10 NAR () -10.2% -5.0% -4.6% 2022-11-30 ()( 1105) 222 225 235 2022-12-01 10 ( ) 0.3% 0.6% 0.3% 2022-12-01 10 () 0.4% 0.4% 0.7% 2022-12-01 11 ISM 50.2 49.8 49 2022-12-01 10 () 0.2% -0.3% -0.3% 2022-12-02 11 () 261 200 -- 2022-12-02 10 3.7% 3.7% 2022-12-02 11 () 10.6% 10.4% 10.0% 2022-12-02 10 () 41.9% 31.3% -- 2022-11-30 11 49.2 49.2 48 1. 2. 2% 2 420 406 392 378 364 350 2022/032022/052022/072022/092022/11 20000 12000 4000 -4000 -12000 -20000 5500 5200 4900 4600 4300 4000 2022/032022/052022/072022/092022/11 100000 64000 28000 -8000 -44000 -80000 iFinD - - 3 1.220 0.610 00 -0.6 -1.2 -1.8 -2.4 iFinD 2022/11/112022/11/192022/11/27 4Comex -10 -20 -30 -40 99 95 91 87 83 79 75 2022/09/282022/10/122022/10/262022/11/092022/11/23 25 23 21 19 17 2022/10/032022/10/172022/10/312022/11/142022/11/28 550 530 510 490 470 450 2022/10/032022/10/182022/11/022022/11/17 iFinD 5VIX 500 SOFR VIX500 60 4800 4.00 SOFR)EFFR) 404200 3.20 2.40 203600 1.60 0 2021/102022/012022/042022/072022/10 3000 0.80 0.00 2021-112022-012022-032022-052022-072022-092022-11 iFinD 6 10 & & 1,890 1,840 1,790 1,740 1,690 1,640 1,590 1,540 0.00 Comex 10 Tips- 0.30 0.60 0.90 1.20 1.50 1.80 100 95 90 85 80 75 2.92 2.74 2.56 2.38 2.20 2022-09-302022-10-202022-11-092022-11-29 2022/062022/072022/082022/092022/102022/11 iFinD 7 118 115 112 109 106 103 2022-10-192022-11-022022-11-162022-11-30 7.30 7.26 7.22 7.18 7.14 7.10 7.06 7.02 2022-11-102022-11-162022-11-222022-11-28 iFinD / 8131301-1305 14 518048 400-990-8826