能源短缺推动大宗商品指数逼近历史高位

关键论点

• 地缘政治紧张局势和供应限制导致的能源短缺推动大宗商品上涨，盖过了对较高利率和美元走强的担忧。
• 欧洲柴油等成品油供应严重紧张，今年总回报率达185%。
• 贵金属因利率担忧缓和而反弹，受强劲的黄金ETF和央行需求支持。
• 农业在强劲上涨后降温，但黑海干扰和天气风险仍未解决。

对应原文证据

1. The commodity sector is heading towards another record weekly closing high, supported by continued strength across energy markets as geopolitical tensions, supply constraints, and tight physical markets continue to outweigh concerns about higher interest rates and a stronger dollar. · short-term
2. European gasoil futures, the main European benchmark for diesel and other middle distillates, have risen 123% in price terms and around 185% on a total-return basis. · year-to-date
3. From a technical perspective, gold's rebound has brought the 200-day moving average, currently around USD 4,534, back into focus. A sustained break above this level would strengthen the recovery signal and potentially encourage fresh momentum buying. · short-term