Daily Virtual Steel Mill Report 19/12/23

Verdict: • Short-run Neutral.   Macro: • The US Federal Governor Mary Daly indicated that a rate cut in 2024 would be appropriate. A total three cut in 2024 should be necessary. • European Central Bank Council member said that the market expectations for an interest rate cut in next March or April are too …

Iron Ore DCE May24 Daily Technical Review 18/12/23

Verdict- Neutral. DCE May24 contract tested low during the day and recovered most of losses. The verdict changed from bearish to neutral as the technical signals were indicating an exhaustion. Hourly slow stochastic KD created gold cross above oversold area. Hourly CCI entered neutral area. Hourly MACD narrowed in bearish area. First support 915.0. First …

Daily Virtual Steel Mill Report 18/12/23

Verdict: • Short-run Neutral.   Macro: • The New York Federal governor John Williams said: “We are not really talking about cutting interest rates right now.” He said of the issue of interest rate cuts: “I just think it is too early to think about it.” U.S. interest rate futures responded with a sudden drop …

Iron Ore DCE May24 Daily Technical Review 15/12/23

Verdict- Neutral to Bearish. DCE May24 contract created three consecutive corrections. Iron ore aggregated open interest has decreased by 14% from December 7th. From hourly chart, hourly MACD expanded in bearish territory. Hourly CCI reached bearish territory. Hourly slow stochastic KD corrected. Short-run signals were indicating a continuous testing low in next few sessions. First …

Daily Virtual Steel Mill Report 15/12/23

Verdict: • Short-run Neutral.   Macro: • Beijing and Shanghai are optimising real estate market policies. Beijing has decreased the down payment ratio to 30% for the first home puchase, and the 40% for the second home purchase. House loans cycle rise from 25 years to 30 years. The lower limit of the interest rate …

Daily Virtual Steel Mill Report 12/12/23

Verdict: • Short-run Neutral.   Macro: • The China Automobile Association said that in November, automobile production and sales completed 3.093 million units and 2.97 million units respectively, an increase of 7% and 4.1% month-on-month, and a year-on-year increase of 29.4% and 27.4% respectively. The Association expected that automobile production and sales would hit record …

Daily Virtual Steel Mill Report 11/12/23

Verdict: • Short-run Neutral.   Macro: • According to China NBS, China CPI in November down 0.5% on the year. PPI down 3% on the year. The decrease on both statistics are lower than expected. • The US non-farm payroll increased by 199,000 in November, with an estimated increase of 183,000, compared to a previous …