Group 1: Economic Policies and Market Trends - China's fiscal policy is expected to become more proactive in 2025, with a projected deficit rate potentially increasing to 3.8%[12] - The People's Bank of China (PBOC) has decided to suspend open market operations for short-term government bonds, which may lead to a shift of funds from the bond market to the stock market[12] - The U.S. unemployment rate for December 2024 was reported at 4.1%, with non-farm payrolls increasing by 256,000, exceeding expectations of 165,000[11] Group 2: Market Performance - The Shenzhen Component Index fell by 1.02%, and the ChiNext Index decreased by 2.02% during the week[32] - The Shanghai Composite Index declined by 1.34%[32] - The CRB Spot Composite Index decreased to 533.74, indicating a downward trend in commodity prices[19] Group 3: Commodity Prices - Wholesale pork prices remained stable at 22.62 CNY/kg, while vegetable prices were also stable at 5.16 CNY/kg[16] - The export container freight index (CCFI) continued to rise, reaching 1560.87[28] - Crude oil prices increased by 2.83%, while copper prices rose by 3.22%[35]
宏观周报：国内更加积极财政政策未来可期 美国劳动力市场打压美联储宽松
Guo Xin Qi Huo·2025-01-14 02:26