Daily Virtual Steel Mill Report 03/07/24

Verdict: • Short-run Neutral to Bullish.   Macro: • The United Nations conference on trade and development predicted that the global GDP growth will be around 3% in 2024, the short-term trade outlook is cautiously optimistic. Global trade volume may reach 32 $trillion in 2024, however lower than record high at 2022. • US Federal …

Daily Virtual Steel Mill Report 02/07/24

Verdict: • Short-run Neutral.   Macro: • China Caixin markit PMI up to 51.8 in June, refreshed new high from June in 2021, indicating the manufacturing operation entered an expansion period. • On Monday, iron ore, major commodities and equity market spiked supported by Chinese central bank PBOC plan to borrow government bonds from primary …