**Times: The different interpretations of major types of assets such as stocks and bonds can be regarded as a "barometer" of the market's expectations for the economy, since the market uses capital transactions to express its views on the future economy, the policy should also respond in a timely manner, and more early policies that are conducive to stabilizing expectations, stabilizing growth and stabilizing employment, and enhancing the confidence and confidence of the market. Finance Associated Press:The World Bank expects global GDP growth to be 24%, compared to 2.023 global GDP growth6% compared to 3 in 20220%；In addition, the World Bank has revised down global GDP growth** from 3% to 2% in 20257%。Black**
Rebar:As of the week of January 10, the national building materials output was 335990,000 tons, down 3 percent week-on-week200,000 tons, down 094%；A year-on-year increase of 35980,000 tons, up 1199%；Building materials table needs 314370,000 tons, down 16500,000 tons. 283850,000 tons, down 6 percent week-on-week950,000 tons, down 239%；Year-on-year decrease of 4060,000 tons, down 141%；Building Materials Social Library 368490,000 tons, an increase of 28 week-on-week570,000 tons, up 840%；A year-on-year increase of 3190,000 tons, up 087%。(Find the steel mesh).
Coal:According to the research and decision of the Office of the Leading Group for the Prevention and Control of Air Pollution in Xingtai City, the emergency response will be activated at 18:00 on January 10, 2024, and the lifting time will be notified separately according to the results of the meeting. (Xingtai Municipal Bureau of Ecology and Environment).
Ferrosilicon:HBIS 1+2 ferrosilicon bidding inquiry 7,000 yuan ton, down 100 yuan ton from December pricing; In January + February, the bidding quantity of HBIS 75B ferrosilicon was 2,656 tons, an increase of 946 tons compared with the bidding quantity in December. （mysteel）
Agricultural productsPalm Oil:Malaysia's palm oil inventories in December 2023 were 2291167 tonnes, down 4. m/m, according to MPOB data from the Malaysian Palm Oil Board64%；Palm oil production was 1550797 tonnes, down 1331%；Malaysia's palm oil exports in December 2023 were 1334441 mt, down 512%；Palm oil imports were 36,573 tons, down 7 from the previous month87%。(Xinhua Finance).
Vegetable oil:As of January 5, the national vegetable oil inventory in coastal areas was 390,000 tons, down 10,000 tons week-on-week, 30,000 tons month-on-month, and up 290,000 tons year-on-year. (National Cereals and Oils Information Center).
Soybean Oil:As of January 5, the soybean oil inventory of major oil mills in the country was 910,000 tons, down 10,000 tons week-on-week, 20,000 tons month-on-month, and up 230,000 tons year-on-year. (National Cereals and Oils Information Center).
ColoredLithium carbonate:A number of brokerages issued research reports saying that the follow-up battery-grade lithium carbonate spot will still run weakly. On the one hand, although some small factories on the production side said that they would stop production, they could not reverse the situation of surplus, and there was still news of expansion and production at the first end; On the other hand, orders in the first quarter are expected to be weak, and the overall demand side is still cold. （*Shanghai Nickel:Citi lowered its 0-3 month nickel price target** to US$15,500 per tonne (previously** US$18,000 per tonne) and the Q1 2024 average*** to US$16,000 per tonne (previously** US$18,000 per tonne). Finance Associated Press:
China's ferronickel inventory in December 2023 was 23960,000 physical tons, converted into nickel metal of 1860,000 tons, down 14% from November; In December 2023, the actual production of nickel pig iron in China and Indonesia totaled 15180,000 tons, a decrease of 19%, an increase of 14 year-on-year03%。（mysteel）
Shanghai Copper:Citi expects copper prices to remain around US$8,500 a tonne in January. Finance Associated Press:
According to SMM, Kamoa Kakula in the Democratic Republic of the Congo (DRC), a subsidiary of Ivanhoe Mines, produced 39 copper (copper content in concentrate) in 2023350,000 tons, with a 23-year production target of 390,000-430,000 tons. Production is expected to be 44-490,000 tonnes in 2024. （smm）
Energizing**
The U.S. Energy Information Administration (EIA) projects Brent*** to be 82 in 2024$49 per barrel, compared to 82 in December 2023$57. U.S. oil production is expected to be 13.21 million barrels per day in 2024 and 13.11 million barrels per day in December 2023. (Finance Associated Press) API ** inventory in the United States decreased by 521 in the week to January 550,000 barrels, with an expected decrease of 1.2 million barrels. Finance Associated Press:
Methanol:As of January 10, 2024, the total inventory of methanol ports in China is 73040,000 tons, a decrease of 9 from the previous data450,000 tons. Among them, East China has been greatly destocked, and the inventory has decreased by 9710,000 tons, a narrow range of accumulated inventory in South China, the inventory increased by 0260,000 tons. (Longzhong Information).
Soda ash:Yesterday, the domestic soda ash market was weak, and it went down. The equipment is basically normal, the output is high, the shipment is average, and there are enterprises that accumulate inventory. Downstream demand is mainly demand-based, spot ** is unstable, and procurement is cautious. Recently, the market sentiment is pessimistic. (Longzhong Information).
Other**
European Line Consolidation:On January 10, the U.S. ** Command said that the Houthis launched a large-scale attack on the southern part of the Red Sea on January 9, targeting the international shipping lanes through which dozens of merchant ships passed. There are currently no reports of damage to people** or property. The United States and Britain jointly shot down 18 drones, two anti-ship cruise missiles and one anti-ship ballistic missile. (Jiemian News) 20:00 CONAB announced Brazil's soybean and corn production, yield, and planting area estimates for January.
23:30 US EIA** inventory report for the week ending January 5.
Article**: Oriental Wealth Research Center).