Global Asset Performance - Emerging market stock index increased by 1.23% while developed market stock index rose by 2.71% during the week of January 13-17, 2025[1] - Global bond index gained 0.91%, and global government bond index rose by 0.88%[1] - The dollar index decreased by 0.25%, indicating a weakening of the dollar[1] - The RJ/CRB commodity price index increased by 1.67%, and the S&P Goldman Sachs Commodity Index rose by 1.65%[1] Domestic Asset Performance - In China, December exports showed a year-on-year increase, while imports turned positive[3] - New social financing in December increased by 924.9 billion yuan, while new RMB loans decreased by 180 billion yuan[3] - The A-share market saw a weekly increase of 2.31%, with the major indices collectively rising[14] - The domestic commodity market also experienced a weekly increase, particularly in energy sectors, with the WIND energy index rising by 7.24%[18] Market Outlook - The report highlights the need to monitor the overall policy actions of the Trump administration, as they are expected to have a significant impact on the market[20]
大类资产运行周报：美国通胀数据低于预期 风险资产上涨
Guo Tou Qi Huo·2025-01-20 13:46