Key points of the report
The number of initial jobless claims in the United States in the week to January 8 was 230000, significantly higher than the expected 200000 and the previous value of 207000. This may mean that the widespread spread of the Omicron variant in the United States began to have a negative impact on employment. At present, the number of new cases in the United States has not reached the top, and it is not ruled out that the inhibition of the epidemic on employment will further increase. However, considering the weak pathogenicity of the mutant strain, it is unlikely that the epidemic will seriously restrict the economy.
Summary:
Asset performance and capital changes:
China's top five commodity gains and losses: Ferrosilicon 3.52%, methanol 1.30%, ethylene glycol 1.20%, crude oil 1.11%, Huyin 1.01%; Stainless steel - 2.51%, coke - 2.32%, LPG - 1.82%, coking coal - 1.50%, iron ore - 1.46%
The top five (100 million yuan) of precipitation capital inflow and outflow: Hutong 794, Shanghai nickel 290, methanol 290, crude oil 190 and TA1 63； Iron ore -1.74, Hu Xi -1.65, Hu aluminum -1.56, Hu Jiao -1.05, thread -0.69
Inflow and outflow of precipitation funds from the sector (RMB 100 million): nonferrous metals 19.65, energy and chemical industry 5.59, Shenzhen Agricultural Products Group Co.Ltd(000061) 4.22, precious metals -0.18 and black building materials -1.44
Important news and economic data:
According to the data released by the Ministry of Commerce, in 2021, China's actual use of foreign capital exceeded 1.1 trillion yuan, a record high, and the scale and quality of foreign investment were improved.
Brennard said at the nomination hearing of vice chairman of the Federal Reserve that controlling inflation, which has soared to a high level in nearly 40 years, is the "most important task" that the Federal Reserve must solve in order to maintain the current economic expansion.
Chicago Fed chairman Evans said he would begin to consider how to reduce his balance sheet after ending bond purchases.
Federal Reserve Huck: at present, it is expected to raise interest rates three times this year and is very open to raising interest rates from March. The table may be reduced from the end of 2022 or the beginning of 2023.
Us PPI in December rose 0.2% month on month, expected to rise 0.4%, and the previous value rose 0.8% to 1.0%; The year-on-year increase was 9.7%, the expected increase was 9.8%, and the previous value increased by 9.6% to 9.7%.
The number of initial jobless claims in the United States in the week to January 8 was 230000, which was expected to be 200000, compared with the previous value of 207000.
Risk tip: transmission of Omicron mutant virus
