Daily Virtual Steel Mill Report 27/06/24

Verdict: • Short-run Neutral.   Macro: • US new house sales down 11.3% in May, refreshed six-month low because of the high mortgage rate. The new house supplies refreshed 16-year-high. • From January to May, China industrial enterprises above designated size value added amount reached 2.75 trillion yuan, up 3.4% on the year.   Iron …

Daily Virtual Steel Mill Report 26/06/24

Verdict: • Short-run Neutral.   Macro: • US Federal governor Miki Bowman said the earliest interest cut would be in 2025 concerning the high inflation rate. However, the other governor Lisa Cook indicated the inflation went down in March and June, the interest cut in 2024 would be propriate.   Iron Ore Key Indicators: • …