Economic Growth Indicators - The Guosen High-Frequency Macro Diffusion Index A remains negative, while Index B continues to decline, indicating weak economic growth momentum[1] - The standardized Index B decreased by 0.43, underperforming historical averages, suggesting a weak domestic economic growth rate[1] - Investment and real estate sectors show signs of decline, while consumer sector stability is maintained[12] Price Trends - Food prices have slightly increased, while non-food prices have slightly decreased; May CPI is expected to decline to -0.4% year-on-year[2] - The PPI is projected to decrease by approximately 0.3% month-on-month, with a year-on-year drop to -3.2%[2] Asset Price Predictions - Current domestic interest rates are low, and the Shanghai Composite Index is high; predictions indicate a rise in the ten-year government bond yield and a decline in the Shanghai Composite Index for the week of June 13, 2025[1][18] - The predicted ten-year government bond yield for the week of June 13, 2025, is 2.21%, while the Shanghai Composite Index is expected to be 3,094.40[19]
高频指标偏弱,消费表现相对稳健
Guoxin Securities·2025-06-08 07:20