U.S. stocks fell again on Friday, the dollar fell along with U.S. bond yields, and oil prices fell for a second straight session on an unexpected build in inventories. This week, we will focus on the interest rate decisions of the Bank of Canada and the Federal Reserve, the fourth-quarter GDP of the United States and the US PCE price index.
【Review of the past—overnight market review】
GLOBAL BOND MARKETS: U.S. Treasury yields fell on Friday, with equities falling reflecting poor risk appetite and fears of a potential conflict in Ukraine increasing demand for safe-haven government bonds. The yield on the U.S. two-year Treasury bond fell 2.35 basis points to 1.0014%; the yield on the U.S. 10-year Treasury bond fell 4.59 basis points to 1.7581%; the yield on the Chinese 10-year Treasury bond rose 0.9 basis point to 2.722%.
Global currency markets: The dollar fell along with U.S. bond yields on Friday, as investors awaited the Federal Reserve meeting to provide a clearer outlook for interest rate hikes. U.S. dollar index futures were down 0.11% at 95.62, but were up 0.5% for the week. The dollar was down 0.4 percent against the yen at 113.680 yen, down about 0.5 percent for the week. The euro was up 0.3% at $1.1341, but was down about 0.6% for the week. Sterling was down 0.3% against the dollar at $1.3553.
Global gold market: Gold prices fell, affected by a general decline in commodity prices, but rose for the second week in a row, as inflation and geopolitical risks increased gold’s safe-haven appeal. Gold futures were down 0.6% at $1,831.80 an ounce.
International oil markets: Oil prices fell for a second straight day, hurt by an unexpected build in U.S. crude and refined oil inventories, while investors took profits after oil prices hit seven-year highs earlier, but still rose for a fifth straight week, with various signs Still showing strong demand and tight supply. Brent crude futures in London fell 0.6% to $87.89 a barrel; WTI crude futures fell 0.5% to $85.14 a barrel.
A shares: Last Friday, the Shanghai Composite Index fell 0.91% to 3522.57 points; the Shenzhen Composite Index fell 1.19% to 14029.55 points; the ChiNext Index fell 1.02% to 3034.68 points; the Science and Technology 50 fell 1.2% to 1290.41 points ; The FTSE China A50 Index fell 0.32% to 15,449.4 points.
Hong Kong stocks: Hong Kong's Hang Seng Index rose 0.05% last Friday to 24,965.55 points; the Hang Seng China Enterprises Index rose 0.29% to 8,787.3 points; the Hang Seng Technology Index fell 0.44% to 5,870.57 points.
Taiwan stocks: On Friday, the Taiwan Weighted Index fell 1.75% to 17,899.3 points. TSMC (TW: 2330) fell 1.54% to 641 Taiwan dollars; Hon Hai (TW: 2317) fell 0.97% to 102 Taiwan dollars; MediaTek (TW: 2454) fell 1.83% to 1,070 Taiwan dollars.
European stocks: The pan-European Stoxx 600 fell 1.8% to 474.44 points on Friday; the UK’s FTSE 100 fell 1.2% to 7,494.13; France’s CAC40 fell 1.7% to 7,068.59; Germany’s DAX30 fell 1.9 %, at 15,603.88.
U.S. stocks: U.S. stocks fell again on Friday, led by technology stocks amid a poor earnings season and rising U.S. interest rate expectations. The U.S. S&P 500 fell 1.9% to 4,397.94 points, its biggest weekly decline since the new crown epidemic; the Dow Jones Industrial Average fell 1.3% to 34,265.37 points; the Nasdaq Composite fell 2.7% to 13,768.92 points.
Cryptocurrency: As of press time, Bitcoin rose 1.4% to $35,936 within 24 hours; Ethereum rose 1.92% to $2,496.5 within 24 hours; Dogecoin rose 1.27% to $0.14036 within 24 hours, and SHIBA fell within 24 hours 1.38% to $0.0000223; XRP rose 1.91% to $0.61772 within 24 hours.
[This article is from Yingwei Caiqing Investing.com, to read more, please log on to cn.investing.com or download Yingwei Caiqing App]
【Heavyweight - Market News】
The cumulative number of confirmed cases of new coronary pneumonia in the United States exceeds 70 million
On January 22, local time, according to data from Johns Hopkins University in the United States, as of 16:21 ET (5:21 on January 23, Beijing time), the cumulative number of confirmed cases of new coronary pneumonia in the United States reached 70,373,128 There were 865,214 deaths in total.
Ukrainian President signs order to sanction several Russian companies and officials
The Russian Satellite News Agency reported on January 22 that Ukrainian President Volodymyr Zelensky initiated the decision of the National Security and Defense Affairs Committee to sanction a series of foreign companies, including Russian companies. Several Russian officials were also sanctioned.
Biden administration officials have been in talks with Qatar, which could supply liquefied natural gas to Europe if the Russian invasion of Ukraine causes gas shortages, according to people familiar with the matter.
Russia proposes interim nuclear deal with Iran
Russia has proposed an interim nuclear deal with Iran, according to NBC News. Earlier, Iranian Foreign Ministry spokesman Khatibzad said that Iran ruled out the possibility of reaching a "provisional agreement" in the negotiations between the parties involved in the Iran nuclear deal.
European Parliament passes "Digital Services Act" to strengthen supervision of online giants
On the 20th local time, the European Parliament passed the "Digital Services Law" with 530 votes in favor, 78 votes against, and 80 abstentions. It is reported that the purpose of the law is to further strengthen the supervision of the business activities of large Internet companies.
[Voice - Views of Investment Banking Institutions]
U.S. Treasury Secretary Yellen: Inflation expected to fall sharply in 2023
U.S. Treasury Secretary Yellen is optimistic about the U.S. economic recovery, and she expects inflation to drop sharply in 2023. The U.S. labor market is exceptionally strong.
ECB's Lagarde: Other tools will be studied after ending asset purchases
European Central Bank President Christine Lagarde said the euro zone economy will see a stronger-than-expected recovery. The ECB doesn't think inflation will get out of hand. Other tools, including interest rates, will be studied once asset purchases are concluded.
Bank of America: Oil will hit $120 a barrel by mid-2022
Given the low OPEC+ spare capacity, low inventories and rising geopolitical tensions, we again expect Brent to hit $120/USD by mid-2022, Bank of America said in its global research note. bucket.
【Domestic news】
Minister of Finance: More tax cuts and fee reductions will be implemented in 2022
Minister of Finance Liu Kun said that in 2022, focusing on key industries such as small and medium-sized enterprises, individual industrial and commercial households, and manufacturing, the policy will be based on phased policies, combined with institutional measures, taking into account financial affordability and the needs of helping enterprises, and implementing more comprehensive policies. Substantial tax cuts and fee reductions.
Renminbi rises to fourth most active currency globally in December 2021 for the first time in six years
According to data released by the Society for Worldwide Interbank Financial Telecommunication (SWIFT) on January 19, local time, in December 2021, in the global payment currency ranking based on amount statistics, the RMB global payment ranking rose to the fourth place in the world. rose to fourth place for the first time.
Ministry of Transport: "14th Five-Year Plan" to accelerate the promotion and application of new energy and clean energy transportation equipment
The Ministry of Transport issued the "14th Five-Year" Development Plan for Green Transportation, proposing to accelerate the promotion and application of new energy and clean energy transportation equipment; accelerate the promotion and application of new energy vehicles in the fields of urban public transportation, taxis, logistics and distribution; encourage the development of hydrogen fuel cells Automotive pilot application.
The "Implementation Plan for Promoting Green Consumption" issued by the National Development and Reform Commission and other departments also proposed to vigorously promote new energy vehicles, promote the pilot work of the application of the battery swap mode of new energy vehicles, and carry out the demonstration application of fuel cell vehicles in an orderly manner.
Development and Reform Commission: By the end of the "14th Five-Year Plan" to meet the charging needs of more than 20 million electric vehicles
The National Development and Reform Commission and other departments stated that by the end of the "14th Five-Year Plan", my country's electric vehicle charging support capacity will be further improved, and a moderately advanced, balanced, intelligent and efficient charging infrastructure system will be formed, which can meet the charging needs of more than 20 million electric vehicles.
[Knowing the new - today's focus]
Investing.com's financial calendar provides you with more and more comprehensive forecasts of global financial events. For more details, please check the financial calendar tool.
17:00
Eurozone Markit Manufacturing PMI Preliminary in January
17:30
UK January Markit Manufacturing PMI Preliminary
22:45
U.S. January Markit Manufacturing PMI Preliminary
英为财情Investing.com–上周五美国股市再次下挫，美元随美债收益率走低，油价因库存意外增加连续两日下跌。本周重点关注加拿大央行和美联储的利率决议、美国第四季度GDP与美国PCE物价指数等。
【温故—隔夜市场回顾】
全球债市：上周五美国公债收益率下跌，股市下跌反映出风险胃纳不佳，且对乌克兰可能爆发冲突的担忧增加了对避险公债的需求。美国二年期国债收益率下跌2.35个基点，报1.0014%；美国十年期国债收益率下跌4.59个基点，报1.7581%；中国十年期国债收益率上涨0.9个基点，报2.722%。
全球汇市：上周五美元跟随美债收益率走低，投资者等待美联储会议提供更加明确的升息前景。美元指数期货下跌0.11%，报95.62，但周线上涨0.5%。美元兑日元跌0.4%，报113.680日元，周线跌约0.5%。欧元兑美元上涨0.3%至1.1341美元，但周线下跌约0.6%。英镑兑美元下跌0.3%，报1.3553美元。
全球金市：金价下跌，受累于大宗商品价格普遍回落，但周线连续第二周上涨，因通胀和地缘政治风险提升了黄金的避险吸引力。黄金期货下跌0.6%，报每盎司1,831.80美元。
国际油市：油价连续第二天下跌，受累于美国原油和成品油库存意外增加，而在稍早油价触及七年高位后，投资者了结获利，但仍连续第五周上涨，各种迹象依然显示需求强劲而供应紧张。伦敦布伦特原油期货下跌0.6%，报87.89美元/桶；WTI原油期货下跌0.5%，报85.14美元/桶。
A股：上周五上证综合指数下跌0.91%，报3522.57点；深证成份指数下跌1.19%，报14029.55点；创业板指数下跌1.02%，报3034.68点；科创50下跌1.2%，报1290.41点；富时中国A50指数下跌0.32%，报15449.4点。
港股：上周五香港恒生指数上涨0.05%，报24965.55点；恒生中国企业指数上涨0.29%，报8787.3点；恆生科技指数下跌0.44%，报5870.57点。
台股：上周五台湾加权指数下跌1.75%，报17899.3点。台积电 (TW:2330)下跌1.54%，报641台币；鸿海 (TW:2317)下跌0.97%，报102台币；联发科 (TW:2454)下跌1.83%，报1070台币。
欧股：上周五泛欧斯托克600指数下跌1.8%，报474.44点；英国富时100指数下跌1.2%，报7,494.13点;法国CAC40指数下跌1.7%，报7,068.59点；德国DAX30指数下跌1.9%，报15,603.88点。
美股：上周五美股再次下挫，欠佳的财报季和美国加息预期升温之下科技股领跌。美国标准普尔500指数下跌1.9%，报4397.94点，创下新冠疫情以来最大周跌幅；道琼斯工业平均指数下跌1.3%，报34265.37点；纳斯达克综合指数下跌2.7%，报13768.92点。
加密货币：截止发稿，比特币24小时内上涨1.4%，报35936美元；以太坊24小时内上涨1.92%，报2496.5美元； 狗狗币24小时内上涨1.27%，报0.14036美元，SHIBA24小时内下跌1.38%，报0.0000223美元；XRP24小时内上涨1.91%，报0.61772美元。
【本文来自英为财情Investing.com，阅读更多请登录cn.investing.com或下载英为财情App】
【重磅—市场要闻】
美国累计新冠肺炎确诊病例超过7000万例
当地时间1月22日，根据美国约翰斯·霍普金斯大学的数据，截至美东时间当天16时21分（北京时间1月23日5时21分），美国累计新冠肺炎确诊病例达70373128例，累计死亡病例865214例。
乌克兰总统签署命令，决定制裁多家俄罗斯公司及俄官员
俄罗斯卫星通讯社1月22日消息，乌克兰总统泽连斯基启动国家安全与国防事务委员会关于制裁一系列外国公司的决定，其中包括俄罗斯公司。多名俄罗斯官员也被制裁。
知情人士透露，拜登政府官员一直在与卡塔尔商谈，若俄罗斯入侵乌克兰导致天然气短缺，后者可能向欧洲供应液化天然气。
俄罗斯方面向伊朗提出临时核协议
据NBC新闻，俄罗斯方面向伊朗提出临时核协议。此前伊朗外交部发言人哈提卜扎德表示，伊朗排除在伊核协议相关方谈判中达成“临时协议”的可能性。
欧洲议会通过《数字服务法》 加强网络巨头经营监管
欧洲议会当地时间20日以530票赞成、78票反对、80票弃权的表决结果通过《数字服务法》。据悉，该法律宗旨是进一步加强对大型互联网公司经营活动的监管。
【声音—投行机构观点】
美国财长耶伦：预计通胀将在2023年大幅下降
美国财长耶伦对美国经济复苏持乐观态度，她预计通胀将在2023年大幅下降。美国的劳动力市场异常强劲。
欧洲央行行长拉加德：结束资产购买后将研究其他工具
欧洲央行行长拉加德称，欧元区经济将出现比预期更强劲的复苏。欧洲央行认为通胀不会失控。一旦资产购买结束，将研究其他工具，包括利率。
美国银行：2022年年中前布油价格将达到120美元/桶
美国银行在其全球研究报告中表示，鉴于欧佩克+的闲置产能较低、库存较低，以及地缘政治紧张局势不断加剧，我们再次预计，2022年年中前布伦特原油价格将达到120美元/桶。
【国内要闻】
财政部部长：2022年要实施更大力度减税降费
财政部部长刘昆表示，2022年围绕中小微企业、个体工商户和制造业等重点行业，坚持以阶段性政策为主，与制度性措施相结合，兼顾财政承受能力和助企需要，实施更大力度的减税降费。
六年来首次 2021年12月人民币升至全球第四大活跃货币
环球银行金融电信协会（SWIFT）当地时间1月19日发布数据显示，2021年12月，在基于金额统计的全球支付货币排名中，人民币全球支付排名升至全球第四位，这是六年来人民币首次升至第四位。
交通运输部：“十四五”加快新能源和清洁能源运输装备推广应用
交通运输部印发《绿色交通“十四五”发展规划》提出，加快新能源和清洁能源运输装备推广应用；加快推进城市公交、出租、物流配送等领域新能源汽车推广应用；鼓励开展氢燃料电池汽车试点应用。
发改委等部门印发的《促进绿色消费实施方案》也提出，大力推广新能源汽车，推动开展新能源汽车换电模式应用试点工作，有序开展燃料电池汽车示范应用。
发改委：到“十四五”末满足超2000万辆电动汽车充电需求
国家发展改革委等部门表示，到“十四五”末我国电动汽车充电保障能力进一步提升，形成适度超前、布局均衡、智能高效的充电基础设施体系，能够满足超过2000万辆电动汽车充电需求。
【知新—今日重点关注】
英为财情Investing.com财经日历为您提供更多更全面的全球财经事件预告，更多详情请查看财经日历工具。
17:00
欧元区1月Markit制造业PMI初值
17:30
英国1月Markit制造业PMI初值
22:45
美国1月Markit制造业PMI初值
