每周市场信息速递 (仅向 ICDA 会员提供)

最新 
N°213 - 21st December 2015
Global Market Outlook:

icda-wmu-21-12-2015-p1"As per Markit, the Flash US manufacturing PMI reduced to 51.3 from 52.8, signalling a loss in growth momentum and deteriorating operating conditions for the manufacturing sector. Although the PMI is above the 50.0 threshold, this also marked the weakest improvement in the operating conditions of the manufacturing sector since October 2012...zhen "

 

 
以前的  
N°212 - 14th December 2015
Global Market Outlook:

"According to Istanbul Chamber of Industry, Turkey PMI Manufacturing index improved in November, moving from 49.5 to 50.5. This signalled better manufacturing business conditions...In Russia, the Markit Manufacturing PMI posted 50.1 in November, down marginally from 50.2 in October..."zhen


N°211 - 7th December 2015
Global Market Outlook:

The J.P. Morgan Global Manufacturing PM, a composite index produced by J.P.Morgan, Markit in association with ISM and IFPSM, reached 51.2 in November slightly down from 51.3 in October. Commenting on this, David Hensley, Director of Global Economic Coordination at J.P. Morgan said: "The global manufacturing PMI survey registered a second consecutive improvement in November..." zhen

 

N°210 - 30th November 2015
Global Market Outlook:
"In November, Eurozone businesses recorded the fastest rates of growth in business activity and employment for four- and-a-half years in November. The Markit Eurozone PMI reached 54.4 in November from 53.9 in October. On the manufacturing side, the Flash Eurozone Manufacturing PMI rose to 52.8 in November from 52.3 in October...."

  zhen

 
N°209 - 23rd November 2015
Global Market Outlook:
"According to Mark Weinberger, CEO of Ernst & Young, the global economy is "still uncertain, fragile and fragmented". Commenting on the USA he said: "The U.S. economy is stable but it has significant headwinds. You're looking at tremendous uncertainty." He was referring to the upcoming US presidential elections and the question of when the Federal Reserve will raise interest rates and its effects on the dollar..."

  zhen

 
N°208 - 16th November 2015
Focus ICDA Chromium 2015 Abu Dhabi:
"October data highlighted a modest rebound in U.S. manufacturing performance, driven by faster rises in output, new orders and employment levels. At 54.1, up from 53.1 in September, the final seasonally adjusted Markit U.S. Manufacturing Purchasing Managers’ Index (PMI) pointed to the sharpest improvement in overall business conditions since April..."

  zhen

 
 
N°207 - 9th November 2015
Focus ICDA Chromium 2015 Abu Dhabi:
"

Hereafter is a small focus on key topics addressed during Chromium 2015 Abu Dhabi:


• UG2 Chrome ore : an updated perspective outlook – Core Consultants
• China STS current status and future – Antaike

• An Overview of Indian Chrome Industry : Present and Future – Tata Steel..."

  zhen

 
 
N°206 - 2nd November 2015
Global outlook:
"

Regarding the overall US stainless steel market, during AMM's 29th Stainless and its Alloys Conference in Chicago, USA, analyst Markus Moll said that he expects a positive outlook in 2016...."

  zhen

 
N°205 - 26th October 2015
Global outlook:
"

According to Markit, the October Eurozone manufacturing PMI was unchanged from September figure at 52...."

  zhen

 
 
N°204 - 19th October 2015
Global outlook:
"

As per French major bank Societe Generale’s “ScenarioEco” studies, India’s latest economic indicators are showing encouraging signs, though the weak INR could be a constraint...."

  zhen

 
N°203 - 12th October 2015
Global outlook:
"

As per French major bank Societe Generale’s “ScenarioEco” studies, China is poised to experience more volatility in the coming months..."

zh en

 
N°202 - 5th October 2015
Global outlook:
"U.S. manufacturing companies indicated another month of relatively subdued growth in September, following the 22-month low recorded in August. Reflecting this, both output and new business volumes continued to expand at slower rates than those seen earlier in 2015, which contributed to a marked slowdown in job creation during the latest survey period...."

en

 
N°201 - 28th September 2015
Global outlook:
"The Caixin Flash Manufacturing Purchasing Managers' Index has fallen to a 78-month or 6.5-year low in September to 47, from 47.3 in August..."

zhen

 
N°200 - 21st September 2015
Global outlook:
Speaking of the current state of the BRIC nations, Goldman Sachs' Jim O'Neill, the economist who invented the acronym told Metal Bulletin:
"China is the only one of the four BRICs to have either met or even slightly surpassed his performance expectations. Brazil, Russia and India have disappointed, although the latter could go on to impress under new prime minister NarendraModi.TheBrazilian, Russian and Indian currencies plummeted against the US dollar as investors sucked out funds they placed in emerging markets when the US and other western economies looked less healthy. Now that the US recovery is at a strong-enough stage for its central bank to talk about reversing its looser monetary policies, capital is seeking better opportunities back in the west..."

zhen

 


N°199 - 14th September 2015

Global outlook:

"August data signalled a further expansion of the Eurozone manufacturing sector, as continued growth in Germany, Italy, Spain, the Netherlands, Austria and Ireland offset the ongoing contractions in France and Greece. At 52.3 in August, the final seasonally adjusted Eurozone Manufacturing PMI was only a shade below its earlier flash estimate and July’s final posting (both 52.4)."

zhen

 


N°198 - 7th September 2015

Global outlook:

"August data highlighted a slight loss of momentum across the manufacturing sector. Output, new business and employment all expanded again, but at slower rates than one month previously. The latest survey also pointed to tighter inventory policies, with finished goods stocks falling for the first time in 2015 so far. Backlogs of work rose at a marginal pace that was the slowest for three months, suggesting a continued lack of pressure on operating capacity."

zhen

 

  N°197 - 24th August 2015

Global outlook:

"The Caixin Flash China General Manufacturing Purchasing Managers’ IndexTM (PMI) is published on a monthly basis ahead of final PMI data, making the Caixin PMI the earliest available indicator of manufacturing sector operating conditions in China."

zhen

 

N°196 - 17th August 2015

Global outlook:

"A July's survey data highlights that the U.S. manufacturing recovery stepped up a gear at the start of the third quarter, largely driven by the fastest rise in overall new business volumes since March. However, there were signs that manufacturers remained cautious regarding the business outlook, as purchasing activity expanded at the slowest pace for 18 months and job creation eased to a three- month low in July. Meanwhile, input cost inflation remained subdued and factory gate charges increased only marginally during the latest survey period."

zhen

 

N°195 - 3rd August 2015

Global outlook:

"Adjusted for seasonal influences, the Markit Flash U.S. Composite PMI Output Index posted 55.2 in July, up slightly from 54.6 in June and above the neutral 50.0 threshold for the twenty-first successive month.
The latest reading signalled a rebound in U.S. private sector output growth from June’s five month low, helped by faster rises in both manufacturing and services activity."

zhen

 

N°194 - 27th July 2015

Global outlook:

"July data pointed to a solid improvement in overall business conditions across the manufacturing sector. The seasonally adjusted Markit Flash U.S. Manufacturing Purchasing Managers' Index (PMI) edged up to 53.8, from a 20-month low of 53.6 in June. The latest reading was still slightly weaker than the post-crisis average (54.3)."

zhen

 

N°193 - 20th July 2015

Global outlook:

"The Markit Global Business Outlook Survey, which looks at expectations for the year ahead across 6,500 companies, found corporate optimism to have dipped to a post-financial crisis low in June."

zhen

 

N°192 - 13th July 2015

Global outlook:

"The growth rate of the Eurozone manufacturing sector continued to improve in June. This was highlighted by the final seasonally adjusted Eurozone Manufacturing PMI rising for the second month running to reach 52.5, its highest reading since April 2014. The June final reading was in line with the earlier flash estimate."

zhen

 

N°191 - 7th July 2015

Global outlook:

"The HSBC Purchasing Managers' Index (PM) posted 49.4 in June. This was the fourth successive month that the PMI has registered a decreasing level. However, the latest reading was up from 49.2 in May, and signalled a marginal rate of deterioration that was the slowest since March."

zhen

 

N°190 - 29th June 2015

Global outlook:

"The Flash China Manufacturing PMI reached a three-month high at 49.6 in June (49.2 in May). Meanwhile, the Flash China Manufacturing Output Index reached a two-month high at 50."

zhen

 

N°189 - 22nd June 2015

Global outlook:

"Business sentiment in China picked up slightly from April's four-month low in May, but remained relatively subdued. Manufacturers tempered their production plans in line with fewer new orders in May, with purchasing activity falling for the second month in a row. Consequently, stocks of purchases fell in May, though the rate of depletion was only slight."

zhen

 

N°188 - 15th June 2015

Global outlook:

"According to the latest survey data from HSBC and Markit, the HSBC Emerging Markets Index (EMI) fell to 50.7, from 51.3, the lowest reading since May 2014 and signalling only marginal growth."

zhen

 

N°187 - 8th June 2015

Global outlook:

"The rate of output growth in emerging markets slowed for the third month running in May, according to the latest survey data from HSBC and Markit. The HSBC Emerging Markets Index (EMI) fell to 50.7, from 51.3, the lowest reading since May 2014 and signalling only marginal growth."

zhen

 

N°186 - 1st June 2015

Global outlook:

"The May Markit Flash U.S. Manufacturing Purchasing Managers’ Index (PMI) fell to 53.8 from 54.1 in April..."

zhen

 

N°185 - 25th May 2015

Global outlook:

"At 53.8 in May, the seasonally adjusted Markit Flash U.S. Manufacturing Purchasing Managers’ Index (PMI) fell from 54.1 in April, signalling the weakest improvement in overall business conditions since the start of 2014..."

zhen

 
N°184 - 18th May 2015
Global outlook:

The HSBC Emerging Markets Index (EMI), a monthly indicator derived from the PMI surveys, fell to 51.3, from 51.5 in March. The slowdown mainly reflected a weaker rise in manufacturing output, where the rate of growth was the weakest in a year. Services activity increased at a rate little-changed from March’s moderate pace.

zhen

 
N°183 - 11th May 2015
Global outlook:

Emerging markets registered a further moderation in the rate of economic growth in April, according to the latest survey data from HSBC and Markit. The HSBC Emerging Markets Index (EMI), a monthly indicator derived from the PMI surveys, fell to 51.3, from 51.5 in March. The latest figure signalled the weakest rate of expansion since January, and the average over the first quarter (51.6) was well below the average since the series started in late-2005 (53.6).

zhen

 
N°182 - 4th May 2015
Focus on ICDA Members' Meeting in Istanbul:

Hereafter is a small focus on some key topics from the ICDA Members’ Meeting last week:

• The evolution of chrome ore and ferrochrome pricing – Bryanston Resources AG Commodity pricing is moving towards a spot market with high liquidity and traded derivatives, from a benchmark and tenders mechanism. This move is likely to be driven by China. Though the chrome market is relatively small, there are differentiated products and pricing should better recognize value in use and market conditions.

2015 Ferrochrome Market is Demystified: A brighter Outlook is Near – Yildirim Group Asian countries and the US were the drivers of the ferrochrome consumption worldwide. As there are less capacity expansion programmes and stronger demand, oversupply conditions have been weakening.

• Stainless Steel’s Raw Materials: An outlook on Chrome, Nickel and Molybdenum – CRU Group China’s ferrochrome prices in 2014 were dull though decreasing, amid a growing interdependence between SA supply and Chinese demand. Currency moves and power tariffs are likely to have an impact on overall costs.

en

 
N°181 - 27th April 2015
Global outlook:

The HSBC Flash China Manufacturing PMI reached a 12-month low in April at 49.2 from 49.6 in March, while the Flash China Manufacturing Output Index was at 50.4 in April (51.3 in March), a 3-month low.

en

 
N°180 - 20th April 2015
Global outlook:

According to Markit Global Sector PMI Metals & mining remained the worst-performing sector in terms of output in March. Production fell at the strongest rate since May 2013, and the sector has now posted in the bottom-three rankings throughout the past eight months.

zhen

 
N°179 - 13th April 2015
Global outlook:

According to the latest survey data from HSBC and Markit, growth in global emerging market output weakened in March. In March, the HSBC Emerging Markets Index (EMI), posted 51.6 down from 51.9 in February. The figure signals the weakest rate of expansion since January and the average for Q1 2015 (51.6) is broadly in line with that shown in Q4 2014 (51.5).

zhen

 
N°178 - 6th April 2015
Global outlook:

The final Markit U.S. Manufacturing Purchasing Managers’ Index recorded 55.7 in March, up from 55.1 in February. This above 50 figure signals an overall upturn in business conditions. Output and new orders rebounded in March, exports stagnated amid a strong dollar and job creation picked up from February’s seven-month low.

zhen

 
N°177 - 30th March 2015
Global outlook:

The HSBC Flash China Manufacturing Purchasing Managers’ Index (PMI), published on a monthly basis ahead of final PMI data, is the earliest available indicator of manufacturing sector operating conditions in China. The Flash China Manufacturing PMI fell at 49.2 in March from 50.7 in February, an 11-month low. Meanwhile the Flash China Manufacturing Output Index reduced to a 2-month low at 50.8 in March from 51.7 in February.

zhen

 
N°176 - 23rd March 2015
Global outlook:

According to the Markit Global Business Outlook Survey, which looks at expectations for the year ahead across 6,100 companies, global optimism has fallen to a post-financial crisis low in February. The fall reflects largely a fading sentiment from last year’s peaks in the US and the UK, and masks a sentiment upturn in the Eurozone, China and Japan. The number of companies expecting activity to be higher next year exceeded those expecting a decline by 27%. This is down from 40% a year ago, and manufacturing optimism remained well below par.

zhen

 
N°175 - 16th March 2015
Global outlook:

The global manufacturing sector expanded for the twenty-seventh consecutive month in February. The rate of output growth accelerated to a six-month high, as companies scaled up production to meet rising levels of new work and new export orders. The J.P.Morgan Global Manufacturing PMITM – a composite index1 produced by JPMorgan and Markit in association with ISM and IFPSM – rose to 52.0 in February, from 51.7 in January.

zhen

 
N°174 - 9th March 2015
Global outlook:

According to the latest survey data from HSBC and Markit, the rate of growth in global emerging market output strengthened in February. The HSBC Emerging Markets Index (EMI) rose to 51.9, from 51.2 in January. The latest figure signalled the fastest rate of expansion since last September. That said, the EMI remained well below its long-run trend level of 53.7.

zhen

 
N°173 - 2nd March 2015
Global outlook:

The HSBC Flash China Manufacturing Purchasing Managers’ IndexTM (PMITM) is published on a monthly basis ahead of final PMI data, making the HSBC PMI the earliest available indicator of manufacturing sector operating conditions in China. The estimate is typically based on approximately 85%–90% of total PMI survey responses each month and is designed to provide an accurate indication of the final PMI data. February final PMI data will be released on 2 March 2015.

zhen

 
N°172 - 23rd February 2015
Global outlook:

According to Markit, February data showed a sustained improvement in U.S. manufacturing business conditions. At 54.3, up from 53.9 in January, the seasonally adjusted Markit Flash US Manufacturing Purchasing Managers’ Index (PMI) has recorded values above the 50.0 threshold for almost five-and-a-half years.

zhen

 
N°171 - 16th February 2015
Global outlook:

According to the data from HSBC and Markit, global emerging markets started the year on a weak footing. The HSBC Emerging Markets Index (EMI), a monthly indicator derived from the PMI surveys, fell back from December’s three-month high of 51.7 to 51.2, the joint-lowest since last May. In 2014 the EMI averaged 51.4, the lowest for any calendar year since the inception of the index in late-2005.

zhen

 
N°170 - 9th February 2015
Global outlook:

The HSBC China Purchasing Manager’s Index (PMI), a composite indicator designed to provide a single- figure snapshot of operating conditions in the manufacturing economy, was up 49.7 from 49.6 the month before. This highlights a second successive monthly deterioration of the Chinese industry, albeit only slight. Chinese manufacturers saw a fractional deterioration in operating conditions at the start of 2015. Although output rose slightly and new orders broadly stabilised, staffing levels were cut for the fifteenth successive month.

zhen

 
N°169 - 2nd February 2015
Global outlook:
The Markit Flash US Manufacturing Purchasing Managers’ Index (PMI) dropped from 53.9 in December to 53.7 in January. This drop highlighted the fact that although there was an upturn in business conditions across the US manufacturing sector, the overall rate of improvement is still far from last August’s peak. However, throughout 2014, the metric has consistently been over the 50 points threshold, indicating strong domestic manufacturing and good overall conditions across this sector.

zhen

 
N°168 - 26th January 2015
Global outlook:
In the wake of the European Central Bank’s quantitative easing move, emerging currencies have rallied more than others. Bloomberg reports “The ECB is flooding the markets with euros, providing investors with cheap funding to buy higher yielding currencies such as the Indian rupee, Turkey’s lira and the South African rand, according to SocieteGenerale”.

zhen

 
N°167 - 19th January 2015
Global outlook:
In the global emerging markets the rate of output increased in December but was moderate overall according to HSBC and Markit. The HSBC Emerging Markets Future Output Index, which tracks companies’ expectations for the activity in the coming 12 months, hit a record low in November but slightly picked up in December. This shows the strengthening of an optimistic outlook in Brazil and India but also the persistence of a record low sentiment in China and Russia. The HSBC Emerging Markets Index (EMI) rose to 51.7 in December, up from 51.2 a month before.

zhen

 
N°166 - 12th January 2015
Global outlook:

According to data compiled by HSBC and Markit, output growth picked up slightly in December but remained subdued overall in global emerging markets. However, 2014 was the lowest Emerging Markets Index (EMI) average for a calendar year since its inception in 2005. The HSBC EMI reached a three-month high of 51.7, from November’s six-month low of 51.2. Overall, services and manufacturing have shown ongoing subdued growth rates, though services have recorded the fastest expansion rate in three months.

zhen

 

 

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