宏观经济宏观周报：本周高频指标加速回升，投资和房地产表现较优-20250727

Economic Growth Indicators - The Guosen High-Frequency Macro Diffusion Index A remains positive, while Index B continues to rise, indicating improved economic conditions in real estate and investment sectors[1] - Index B standardized increased by 0.3, outperforming historical averages, suggesting accelerating domestic economic growth momentum[1] - For the week of July 25, 2025, Index A is at 0.29, Index B at 98.5, and Index C at -4.6% (+0.4 pct) indicating a mixed performance across sectors[11] Price Trends - Food and non-food prices have decreased, with July CPI food prices expected to rise by approximately 0.5% month-on-month, and overall CPI also expected to increase by 0.5%[2] - The Producer Price Index (PPI) is projected to remain flat month-on-month, with a year-on-year decline expected to reach -3.4%[2] Asset Price Predictions - Current domestic interest rates are low, while the Shanghai Composite Index is high, suggesting a potential increase in the ten-year government bond yield and a decrease in the Shanghai Composite Index for the week of August 2, 2025[1] - The predicted ten-year government bond yield for the week of August 2, 2025, is 2.34%, while the Shanghai Composite Index is expected to be 3,193.21[18]