The strengthening of the dollar: unexpected winners for Asian chipmakers and European industrial stocks!
May 6, 2024
隨著美元匯率的強勁表現，全球金融市場的多個板塊正在經歷深刻的變化。特別是那些重度依賴美國市場的外國出口企業，他們正在從美元的走強中獲益，尤其是亞洲的芯片制造商和歐洲的工業及制藥公司。 據高盛集團指出，對美出口公司的股價表現在今年已經...
The rise of Russian wheat: Global grain market supply chain restructuring!
May 6, 2024
The international grain market is undergoing a significant supply chain and geopolitical realignment as countries in the Global South increasingly favor wheat imports from Russia over Europe. The latest forecast from the U.S. Department of Agriculture (USDA) projects Russia's grain exports to reach a record high of 52 million metric tons in the 2023-2024 agricultural year, underscoring the growing dominance of Russian wheat in global markets...
Chinas clothing exports grew against the trend in the first quarter, with emerging markets becoming a new engine!
30 April 2024
根據中國紡織品進出口商會最新發布的數據，2024年一季度中國服裝出口維持了穩定的增長態勢，累計出口總額達到了338.2億美元，同比增長1.1%。這一增長在全球貿易環境中的不確定性和挑戰中表現出中國服裝行業的韌性。 具體來看，盡管3月份的出口同...
Germanys softened investment review in China, economic recovery and foreign investment attract new focus!
April 29, 2024
德國政府目前正在考慮淡化對中國投資的嚴格審查計劃，這一舉措反映了柏林在吸引外資和刺激經濟復蘇之間的微妙平衡。根據《華爾街日報》4月28日的報道，盡管歐盟委員會正在尋求對中國采取更加強硬的措施，德國似乎有意采取更為溫和的對華政策。 自2021...
US Economic Growth Slows Significantly in First Quarter 2024
April 28, 2024
The latest first-quarter 2024 economic data released by the U.S. Department of Commerce shows that the U.S. real gross domestic product (GDP) grew at an annual rate of 1.6%, significantly lower than the market expectation of 2.5% and the previous quarter's 3.4%, signaling a notable slowdown in U.S. economic growth. This growth rate marks the lowest level since the second quarter of 2022, sparking widespread market concerns about the U.S. economic outlook...
Over - operation of Mediterranean ports triggers supply chain concerns
26 April 2024
Recently, a major container port in the western Mediterranean has raised concerns about the rising inventory costs and shortages that European retailers and manufacturers may face due to the surge in transport volumes, adding that the actions of Houthi armed forces threatening the Red Sea Shipyard have led to a large number of cargo ships changing routes, circumnavigating a good-looking corner rather than crossing the Suez Canal, thereby increasing the area of Tangier in Morocco.
South Koreas exports have increased significantly, and demand for technology products is strong
25 April 2024
Recently, the South Korean economy has shown positive signs of recovery, especially in its foreign exports. According to the latest data released by the South Korean Customs Department, in the first 20 days of April 2024, South Korea’s exports reached $35.8 billion, up from 11.1 percent. In addition, imports grew by 6.1 percent, to $38.5 billion. Despite the challenges faced by a trade deficit, South Korea’s exports are still growing.
US and UK sanctions trigger sharp fluctuations in LME aluminum and copper prices
25 April 2024
近期，美國和英國政府對俄羅斯產品施加的新一輪貿易制裁導致了倫敦金屬交易所（LME）價格的劇烈波動，特別是在鋁和銅這兩個關鍵金屬領域。 2024年4月15日，LME記錄的三個月鋁期貨價格開盤便比前一周末（4月12日）高出9%，達到2728美元每噸，這是自202...
The Polish building materials market has undergone price adjustments
24 April 2024
In Poland, the building materials market is experiencing a significant price adjustment. According to a report from businessinsider.pl on April 17, the March data showed that the building materials prices in the Polish market dropped by an average of 3.2% compared to the same period last year. This trend is especially more evident in the wholesale sector, where the discount range is up to 4.1%, while the discount range in the retail sector is 2.6%...
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