The recent economic data has presented many contradictions, leading to significant divergence in market sentiment. Equity markets have entered a phase of narrow fluctuations, with the NASDAQ and cryptocurrencies experiencing small-range volatility. Gold and domestic stocks have also seen some…
Key Economic Insights Japan: On the 27th, Bank of Japan Governor Kazuo Ueda delivered a speech, stating that price levels will remain steady and wages are expected to rise further. Europe: Macroeconomic data has shown strong performance, with unemployment rates…
Weekly Economic Events Overview This week sees only four actual trading days, with Monday being a public holiday in the United States and the United Kingdom. Key data releases and speeches to watch include remarks from the Governor of the…
This week, the US Dollar Index surged to 105.14, once again impacting global financial liquidity. As a result, the Dow Jones Industrial Average experienced its largest pullback since the pandemic, influenced to some extent by market sentiment. Despite this, economic…
With last week’s U.S. CPI data meeting expectations, the market broadly anticipates a downward trajectory for inflation, paving the way for potential rate cuts. As a result, U.S. equities, cryptocurrencies, and other major asset classes performed well, with the Nasdaq…
Can Re-lending Spark New Growth? On May 17, amidst the current economic climate, real estate policies were rapidly introduced: reduction in housing provident fund loan interest rates, lowering of down payment ratios for first homes to 15%, and removal of…
Market Commentary: Global Market Movements Post-Labor Day Holiday This week marks the first trading period following the May Day holiday, encompassing eight global trading days since the beginning of May. The Hang Seng Index has been noteworthy, rising from 17,000…
Hello everyone, and happy May Day in advance! As we approach the May Day holiday, there will be three global trading days, while domestic trading will come to a halt. It remains uncertain how everyone plans to navigate this particular…
April 15th to 19th (this week), in terms of economic data, China’s March economic indicators including first-quarter GDP, Japan’s March CPI, and U.S. retail and non-farm payroll data for March have all been released. It should be noted that the…
Domestic: Decoupling of Quantity and Price, Consumption Fails to Support Prices This week, from a macro perspective, both domestically and internationally are at an important data disclosure juncture. Starting from April 10th (Wednesday), the U.S. CPI and China’s CPI, PPI,…
