Group 1: Macroeconomic Policies - The Central Economic Work Conference outlined seven key requirements for next year's economic work, emphasizing stable growth and proactive macro policies to boost consumption and investment returns[1] - The Politburo meeting highlighted the need for more aggressive fiscal and monetary policies, marking the first simultaneous mention of these strategies, indicating potential for stronger future policies[2] Group 2: Economic Data - In November, China's exports grew by 6.7% year-on-year to $312.31 billion, maintaining a trade surplus[3] - The Consumer Price Index (CPI) in the U.S. rose by 2.7% year-on-year in November, aligning with market expectations, while housing price growth slowed, potentially allowing for interest rate cuts[3]
一周综评与展望:宏观政策积极有为保发展
Huafu Securities·2024-12-15 07:40