冠通期货早盘速递-20260121

Group 1: Hot News - The People's Bank of China kept the one-year and five-year loan prime rates (LPR) unchanged at 3% and 3.5% respectively, remaining unchanged for eight consecutive months [3] - Wang Changlin, Deputy Director of the National Development and Reform Commission, said that this year, the NDRC will study and formulate an implementation plan for the strategy of expanding domestic demand from 2026 to 2030, creating new demand with new supply and providing strong innovation measures and factor guarantees [3] - On January 20, Liao Min, Deputy Minister of Finance, stated at a press conference that in 2026, the fiscal department will continue to implement a more proactive fiscal policy, summarized as "increasing in total, better in structure, more effective, and stronger in momentum." The fiscal deficit, total debt, and total expenditure in 2026 will be maintained at necessary levels to ensure that the overall expenditure intensity "only increases" and the protection of key areas "only strengthens"[3] - US Commerce Secretary Gina Raimondo said that the interest rates are too high. If the interest rates are lowered by 100 basis points, the US economic growth rate will reach 6% or higher [3] Group 2: Key Concerns - Key commodities to focus on include silver, coking coal, coke, glass, and soda ash [4] Group 3: Night Session Performance - Non-metallic building materials had a night session increase of 2.00%, precious metals 37.37%, oilseeds and oils 7.92%, soft commodities 2.70%, non-ferrous metals 24.49%, coal, coking, and steel minerals 9.70%, energy 2.17%, chemicals 9.61%, grains 1.13%, and agricultural and sideline products 2.91% [4] Group 4: Category Asset Performance - In equities, the Shanghai Composite Index had a daily decline of -0.01%, a monthly increase of 3.65%, and a year-to-date increase of 3.65; the S&P 500 had a daily decline of -2.06%, a monthly decline of -0.71%, and a year-to-date decline of -0.71 [6] - In fixed income, the 10-year Treasury bond futures had a daily increase of 0.13%, a monthly increase of 0.30%, and a year-to-date increase of 0.30; the 5-year Treasury bond futures had a daily increase of 0.09%, a monthly increase of 0.11%, and a year-to-date increase of 0.11 [6] - In commodities, the CRB Commodity Index had a daily increase of 1.42%, a monthly increase of 2.53%, and a year-to-date increase of 2.53; WTI crude oil had a daily increase of 0.67%, a monthly increase of 3.76%, and a year-to-date increase of 3.76 [6] - In other assets, the US Dollar Index had a daily decline of -0.51%, a monthly increase of 0.28%, and a year-to-date increase of 0.28; the CBOE Volatility Index had a daily increase of 0.00%, a monthly increase of 26.02%, and a year-to-date increase of 26.02 [6]