新闻来源：www.wsj.com
原文地址：Oil Futures Lose Ground as China Holds Interest Rates
新闻日期：2024-09-20
0919东时区 – 原油期货价格下跌，因中国央行未调整利率，而美国联邦储备委员会(Fed)则降息50个基点。XS.com高级市场分析师萨默·哈桑(Samer Hasn)在电子邮件评论中称，这表明对原油需求的担忧依然存在。哈桑补充说，这些担忧被中国的市场需求和中东地缘政治局势所抵消，但这些因素可能阻止油价进一步下跌。
0812格林尼治时间 – 原油价格略有下滑，布伦特原油和WTI均下跌了0.4%，分别为74.56美元/桶和70.88美元/桶。BMI分析师在一份报告中指出，布伦特原油近期表现欠佳，OPEC+将自愿减产延期至12月的决定未能显著提振市场情绪。市场参与者更关注中国和美国经济活动放缓带来的宏观叙事，这引发了对原油需求前景的担忧。BMC还提到，自2011年以来，首次出现短仓数量多于长仓的情况，这可能预示着短期空头回补的到来。然而，目前投资者似乎不愿根据价格趋势做出反应，如忽视了黎巴嫩对哈沙米特组织的大规模袭击等利好消息。
原文摘要：
0919 ET – Crude futures are lower after China’s central bank kept key interest rates unchanged despite sluggish economic growth and the Fed’s 50 basis-point move. “This appears to have put downward pressure on oil prices as concerns remain over the future of demand for crude from the world’s largest importer,” Samer Hasn, senior market analyst at XS.com, says in emailed comments. Concerns about Chinese demand counter support for crude from the Fed’s cut and heightened geopolitical tensions in the Middle East, which “may help stop the repeated downward correction,” Hasn adds. Most active WTI is off 0.6% at $70.75 a barrel and Brent is down 0.6% at $74.45 a barrel. (anthony.harrup@wsj.com)
0812 GMT – Oil prices slip, with Brent crude and WTI both falling 0.4% to $74.56 a barrel and $70.88 a barrel, respectively. Brent has performed poorly recently, with the OPEC+ decision to extend voluntary cuts to December doing little to improve sentiment, BMI analysts say in a note. Market participants are instead focusing on bearish macroeconomic narratives around mainland China and the U.S., with both markets seeing a slowdown in economic activity—raising demand concerns, BMI says. The number of short positions held by managed money in Brent futures is higher than long positions for the first time since records began in 2011, which could prime the market for a bout of short-covering. However, investors currently look reluctant to respond to bullish price drivers, notably shrugging off a large-scale attack on Hezbollah operatives in Lebanon, analysts add. (joseph.hoppe@wsj.com)
