美国2号棉花 (Cotton) 加自选

美联储的古尔斯比：放慢美联储降息的步伐可能是有意义的。芝加哥联邦储备银行行长奥斯坦·古尔斯比（Austan Goolsbee）周四发表新闻，评论了面对表面上正在达到美联储2%目标的通货膨胀，美联储未来降息的步伐。

Fed's Goolsbee: It may make sense to slow pace of Fed rate cuts.Federal Reserve (Fed) Bank of Chicago President Austan Goolsbee hit newswires on Thursday, commenting on the future pace of Fed rate cuts in the face of inflation that is ostensibly on its way to the Fed's 2% target.

墨西哥比索因零售销售数据喜忧参半、地缘政治紧张而走软。由于俄罗斯-乌克兰冲突升级，风险规避，墨西哥比索周四兑美元贬值。此外，疲软的墨西哥零售销售报告和稳健的美国就业数据对新兴市场货币造成压力，该货币本月下跌1.86%。

Mexican Peso weakens on mixed Retail Sales data, geopolitics jitters.The Mexican Peso depreciated against the US Dollar on Thursday due to risk aversion as the Russia-Ukraine conflict escalates. Also,a soft Mexican Retail Sales report and solid US jobs data weighed on the emerging market currency, which is down 1.86% in the month.

美国天然气价格飙升7%，至4.3/MMBtu，延续了昨天6%的涨幅，达到一年来的最高水平，因为对寒冷天气的预测提升了供暖需求的前景，并加快了对储存季节开始的预期。美国能源信息署的数据显示，截至11月15日的一周，天然气储量下降了30亿立方英尺，而不是预期的50亿立方英尺的产量，这是本季度的首次快速下降，因为前一周相对较低的价格促使生产商减产。反过来，最新的预测表明，西海岸和除墨西哥湾沿岸以外的大部分地区的气温都比平时低。反过来，在今年年初之前，欧洲的供应担忧推动液化天然气原料气流量升至10个月来的最高点，限制了国内供应。

US natural gas prices soared by 7% to 4.3/MMBtu, extending yesterday’s 6% surge to the highest in one year, as forecasts of colder weather lifted the outlook on heating demand and expedited expectations on the start of storage withdrawing season. Data from the EIA showed that gas storage fell by 3 billion cubic feet on the week ending November 15th instead of expectations of a 5 billion cubic feet build, an expedited first drop of the season, as relatively low prices in the prior week drove producers to cut output. In turn, the most recent forecasts pointed to colder-than-usual temperatures on the West Coast and most of the nation besides the Gulf Coast. In turn, supply concerns in Europe ahead of the turn of the year drove LNG feed gas flows to rise to a 10-month high, limiting domestic supply.

可可期货稳定在每吨8400美元左右，交易员仍关注供应前景。经销商表示，西非的有利天气使农民能够回到田里，继续收割主要作物。最新数据显示，10月1日至11月17日，科特迪瓦农民向港口运送了548494公吨可可，比去年同期的415523公吨增加了32%。与此同时，加纳可可委员会的数据显示，截至11月7日，加纳的分级和密封可可到货量达到182937公吨，比上个季度同期的122699公吨增加了49%。过去几周，价格大幅飙升，11月14日达到8760美元的两个月高点，主要原因包括主要种植国科特迪瓦暴雨后作物预测下降、对豆类质量的担忧以及仓库库存极低。

Cocoa futures stabilized around $8,400 per tonne, as traders remained focused on the supply outlook. Dealers said that favorable weather in West Africa has allowed farmers to return to fields and proceed with the ongoing harvest of the main crop. The latest data showed that Ivory Coast farmers shipped 548,494 MT of cocoa to ports from October 1 to November 17, up 32% from 415,523 MT shipped the same time last year. In the meantime, figures from the Ghana Cocoa Board indicated that Ghana’s graded and sealed cocoa arrivals reached 182,937 metric tons by November 7, a 49% increase from 122,699 metric tons in the same period last season. Prices surged sharply in the past couple of weeks, hitting over two-month highs of $8,760 on November 14, driven by factors including reduced crop forecasts due to post-heavy rains in top grower Ivory Coast, concerns over bean quality, and critically low warehouse stocks.