Commodity investment reference
Synthesis
1. During the Spring Festival holiday, the international commodity market reported good news frequently, the three leading commodity varieties of crude oil, gold and copper rose one after another, and the bean sector was brilliant. Analysts said that the logic of reducing production in the bean and crude oil markets continued, and the Chinese market may rise after the festival; The uncertainty of the global supply and demand pattern may further drive the price of copper futures to strengthen and the probability of internal trading to make up for the rise; The gold market is bullish in the medium term.
2. The sharp fluctuations of American Equity and heavy technology stocks, the "high fever" of overseas inflation, the "Strong Eagle" signal of the British and European Central Bank, and the international oil price hit a new high in more than seven years... These changes in these key areas constitute the focus of overseas capital markets during China's Spring Festival holiday. Most global stock markets, including us and Asian stock markets, performed strongly during China's Spring Festival holiday. Last week, the three major stock indexes of US stocks rose, of which the NASDAQ index rose 5.58%, standing at the integer level of 14000 points. In terms of bulk commodities, crude oil futures rose for seven weeks, and industrial metals continued to destock.
3. According to the Xinhua news agency, relevant experts believe that the trend of China's macroeconomic stability and improvement has not changed, and the steady growth policy is expected to continue to be introduced. More investment opportunities will emerge in China's high-quality economic development, the real estate market will maintain steady and healthy development, and the development prospect of China's capital market will be good for a long time.
4. The relevant person in charge of the national development and Reform Commission said that the policy force should be appropriately advanced around the stable start of the economy. There are many uncertain factors in the first quarter of this year. It is necessary to appropriately move the starting point of the policy forward, make early arrangements, start early and achieve early results, and meet various challenges with a stable economic operation situation. We will promptly introduce a series of policies and measures to implement the strategy of expanding domestic demand. Timely study and put forward targeted measures to revitalize industrial operation. Carry out infrastructure investment moderately ahead of schedule and strive to form more physical workload in the first quarter.
5. Harris, chief economist of Bank of America, and others believe that the Federal Reserve may raise interest rates at the remaining policy meetings this year in response to high inflation, that is, the Federal Reserve will raise interest rates seven times this year, which will put pressure on the US economy in 2023.
