Core Insights - The report highlights the impact of geopolitical tensions, particularly the proposed tariffs by Trump on NATO countries against China, which could affect international trade dynamics [4] - The U.S. Congressional Budget Office has revised down its economic growth forecast for the year, indicating potential economic headwinds [4] - Consumer confidence in the U.S. has declined, as reflected in the preliminary Michigan Consumer Sentiment Index for September [4] Economic Data - The total social financing in China for the first eight months of 2025 reached 26.56 trillion yuan, indicating robust financial support for the economy [4] - Key economic indices show mixed performance, with the Baltic Dry Index at 2126.00, up by 0.71%, while the Nasdaq Index closed at 22141.10, up by 0.44% [6] - The yield on the 10-year U.S. Treasury bond increased by 4.57 basis points to 4.070%, reflecting market adjustments [4]
国元证券晨报-20250915
Guoyuan Securities·2025-09-15 08:08