Breakfast Where is the market headed after 2024?

Mondo Finance Updated on 2024-02-01

1.The U.S. dollar index edged up 020% at 10361。This data shows that although the Fed kept its benchmark interest rate unchanged, the market's confidence in the US economy remains strong.

2.The Federal Reserve announced that it would keep its benchmark interest rate unchanged. The removal of the phrase "likely to progress in tightening" from the Fed's policy statement shows a cautious approach to the future economic outlook.

3.Fed Chair Jerome Powell said a rate cut is unlikely in the month; In-depth discussion of the balance sheet begins in the planned month; It may be appropriate to start cutting rates sometime this year; The economy is broadly normalizing, but there is still some way to go before a soft landing; We need to have greater confidence that inflation will continue to fall; FOMC interest rate policy is clearly in restrictive territory; The economy has made good progress and inflation has eased; The labor market remains tight; Given the data, inflation** is likely to be lower now.

4.Based on interest rate pricing**, the Fed is expected to cut interest rates starting in the month rather than in the month. Interest rate swaps held steady, reflecting the Fed's expectation of a 140 basis point rate cut in 2024.

5.U.S. 10-year Treasury yield**67 basis points, showing that the market is worried about the outlook for the US economy.

6.The U.S. stock index collectively closed down, and the Nasdaq fell 223%, and the S&P 500 fell 161%, the Dow fell 082%。Most of the big tech stocks**, Google fell more than 7%. Major European stock indexes collectively closed lower, with Germany's DAX30 index falling 042%, and the British FTSE 100 index fell 043%, the French CAC40 index fell 027%。

7.Yemen's Houthi rebels said they attacked a U.S. merchant ship, and geopolitical risks remain.

8.WTI closed down 1$97, down 253% to 75$85 barrel. The settlement price of COMEX in April closed up 08% at 2067$4 oz. London LME non-ferrous metals ** rose and fell with each other, and aluminum rose 05%, copper fell 17%。

9.Chile's central bank cut interest rates by 100 basis points to 725%, in line with market expectations.

10.The offshore yuan depreciated 8 basis points against the US dollar to 71888。The onshore yuan rose 95 points against the dollar in overnight trading, showing the market's confidence in China's economy.

11.Popular Chinese concept stocks rose and fell, and the Nasdaq China Golden Dragon Index fell 009%。This suggests that market concerns about the U.S.-China economic relationship still exist.

12.China's manufacturing purchasing managers' index was 49 in January2%, up 02 percentage points, ending the downward trend for consecutive months. This shows that China's manufacturing industry is gradually recovering.

13.In January, the non-manufacturing business activity index was 507%, up 03 percentage points, above the critical point. This shows that China's non-manufacturing economy is growing steadily.

14.CDB has issued special loans to the first batch of nearly 100 urban village renovation projects in megacities to support urban construction.

15.The proportion of A-shares breaking the net stock exceeded 10%, approaching the bottom level in 2008. This indicates that the a** field is still under constant pressure.

16.More than 30 listed companies disclosed the announcement of the plan to repurchase or increase the upper limit of more than 100 million yuan after hours, showing the company's confidence in its future development.

Industry News "Collection? The opportunity is coming".

17.Battery-grade lithium carbonate** is flat compared with the last time, showing that the cost pressure of the new energy vehicle industry chain is still there.

18.This week, the industrial silicon spot ** of the silicon industry branch was stable as a whole, and the wait-and-see mood before the holiday was strong. This may be related to market demand and capacity.

19.On January 31, the average pork in the national agricultural wholesale market was 2120 yuan kg, the same as yesterday. This means that pork** is still fluctuating in a reasonable range.

20.The national carbon market closed up 316% to 7187 yuan ton. This shows that the carbon market is responsive to environmental protection policies.

21.The controlling shareholder of Tongwei Co., Ltd. plans to increase its shareholding in the company by 1 billion to 200 million yuan, showing confidence in the company's future development.

22.The first car of the cooperation between Huawei and JAC will be a million-yuan sedan, which will be officially launched in the quarter of this year, which will help enhance Huawei's competitiveness in the automotive market.

23.Kailaiying plans to repurchase shares with 100 million yuan to 100 million yuan, showing the company's confidence in its own stock price.

24.The chairman of the heavy industry proposed to repurchase shares with 100 million yuan, indicating the company's confidence in its future development.

25.An Optoelectronics plans to repurchase the company's shares with 100 million yuan, showing the company's confidence in its own stock price.

26.The EIA of Wanhua Chemical's 10,000-ton-a-year technical transformation and capacity expansion project was approved, which will help enhance the company's production capacity and market competitiveness.

27.Han's Laser plans to terminate the spin-off of Han's Closed Beta and listing on the GEM, which may be related to the company's development strategy adjustment.

28.Huicheng Environmental Protection expects a year-on-year increase in net profit, showing the company's competitive advantage in the field of environmental protection.

2 Rongta Sensitive's annual net profit is expected to increase year-on-year, showing the growth potential of the company's performance.

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