本周市场呈现出农产品强势、工业品反弹的特征。近期欧洲市场消息面相对比较平静，国内市场期盼刺激政策出台，虽然货币政策已经开始放松，但大规模投资的迹象并不明显，使得工业品需求不佳。另一方面，美国持续干旱的天气，令大豆和玉米等农产品受害严重，对于供给的担忧推高了基础农产品价格，国内豆粕等豆类品种走势相当凌厉。

This week the market emerged strong agricultural products、Industrial goods the bounce of the features。Recent European market news surface is relatively calm，Looking forward to stimulate domestic market policies，Although monetary policy has started to relax，But signs of massive investments are not obvious，Make industrial demand not beautiful。On the other hand，The United States of persistent dry weather，Make soybeans and corn and other crops suffer serious，To supply concerns is pushing up the basic farm prices，Domestic soybean meal and beans variety trend is relentless。

　　下周市场数据相对平淡，或许天气的影响对盘面的作用会大于数据。

Market data relative insipid next week，Maybe the weather affect the function of the disk will be greater than the data。

　　7月24日，星期二，美国公布7月里奇蒙德制造业指数，中国公布7月汇丰制造业PMI预览值，欧元区公布7月制造业PMI初值。

July 24，Tuesday，The United States announced July Richmond's manufacturing index，China HSBC PMI manufacturing published July preview value，The eurozone announced July manufacturing PMI initial value。

　　上月的美国ISM制造业指数意外大幅下挫，跌破50荣枯分水岭，为49.7，市场开始担忧美国制造业的复苏进程。地方联储的制造业指数将给未来ISM制造业指数提供预测作用。而中国汇丰PMI和欧元区制造业PMI已经连续多月低于50一线，本次可关注是否有所好转。

The U.S. ISM manufacturing index last month accident sharply，Fell below 50 RongKu watershed，For 49.7，Market began to worry U.S. manufacturing recovery process。Place the fed's manufacturing index future ISM manufacturing index to provide forecast effect。HSBC PMI and the euro zone and China manufacturing PMI consecutive month to less than 50 a line，The focus on whether can be improved。

　　7月25日，星期三，美国公布6月新屋销售数据、EIA原油库存。

July 25,，Wednesday，The United States announced June new-home sales data、EIA crude oil inventories。

　　近期美国房地产市场的反弹有目共睹，上月的数据已经回升至36.9万，显示房地产市场交易开始活跃。本次市场预测为36.5万，如果继续高于预期，可能会提振目前疲弱的市场。

A recent American real estate market rebound to see，Last month have data back up to 369000，Show the real estate market trading begins active。The market forecast for 365000，If continue to higher than expected，May be boosted at present weakness in the market。

　　而原油方面，由于对伊朗的制裁，近几周的EIA库存数据持续利多市场，也将原油价格从底部带了出来。市场将从库存下降速度来预期原油反弹水平。上周下降幅度达到了470万桶，本周也下降了80.9万桶，市场将会关注下降趋势能否持续。

And in crude oil，Due to sanctions against Iran，In the last few weeks of EIA for the inventory data market，Crude oil prices will also take out from the bottom。The market will inventory decline from speed to rebound expected crude oil level。Last week to 4.7 million barrels decline，This week also fell by 809000 barrels，The market will be watching for decline can be maintained。

　　7月26日，星期四，美国公布上周初请失业金人数和6月耐用品订单数据。

July 26,，Thursday，The United States last week announced early June and unemployment benefits please number of orders for durable goods data。

　　上周公布的美国初请失业金人数35万人，创2008年3月以来新低。美国就业市场的复苏能否持续，需要进一步的数据考验。而上月的耐用品订单环比增长1.1%好于市场预期，为连续第5个月增长。耐用品订单的反弹也表示美国的制造业复苏情况。

The United States announced last week at the beginning of 350000 number please unemployment benefits，And the lowest since March 2008。The United States employment market recovery can be maintained，Need further test data。And last month's orders for durable goods increased by 1.1% month-on-month better than market expectations，For the fifth consecutive month growth。Orders for durable goods rebound also said American manufacturing recovery。

　　7月27日，星期五，美国公布第二季度实际GDP初值和7月密歇根大学消费者信心指数终值。

July 27,，Friday，The United States announced the second quarter GDP initial value and the actual July at the university of Michigan consumer confidence index final value。

　　虽然美国经济有所恢复，但整体GDP的指标却没有明显反弹，市场将从GDP数据获得美国经济复苏的真实质量。而密歇根大学消费者信心指数是反映美国消费者支出的重要指标，该指数的异常变化对股市的影响明显。上月的消费者信心指数意外回落至73.2，但仍然处在较高水平上，本次需关注该指数的表现，从而判断股市方向。

Although the American economy resumed，But overall GDP index there is no obvious rebound，The market will get the United States from GDP data of economic recovery real quality。And the university of Michigan consumer confidence index is an important index of the us consumer spending，The index of the anomalous changes of the influence of the stock market is obvious。Last month's consumer confidence index dropped to 73.2 accidents，But is still on a higher level，The need to be paid attention to the index's performance，To judge the stock market direction。