Domestic Macro - Production - The production sector is experiencing a comprehensive recovery, with a production index of 78.36% and a growth rate of 5.28%[2] - The PPI shows a significant increase in crude oil prices, rising by 17.2%[2] Price Performance - CPI indicates a downward trend in pork and vegetable prices, with a decrease of 2.74% and 1.02% respectively[2] - The overall CPI is reported at 2.35%[2] Domestic Macro - Demand - Consumer activity is improving, with a 11.7% increase in movie box office revenue compared to the same period last year[3] - The BDI index shows a slight decline of 1.2%, while the overall port cargo and container throughput has decreased slightly[3] Fiscal Policy - The pace of bond issuance has accelerated, with a year-on-year increase of 21.6%[6] - Various measures are being implemented to support the "14th Five-Year Plan"[6] Global Macro - Market Trends - The ongoing geopolitical conflicts are influencing market expectations for long-term re-inflation, with oil prices remaining high[5] - WTI crude oil prices have increased by 20% recently, impacting all risk assets negatively[5]
宏观周报：中美市场均在定价再通胀-20260320
Yin He Zheng Quan·2026-03-20 06:53