Economic Events - The 14th National People's Congress and the National Committee of the Chinese People's Political Consultative Conference concluded on March 10 and 11 respectively, marking significant political events in China [4][21]. - The U.S. government funding is set to expire on March 15, raising concerns about a potential government shutdown if an agreement is not reached [6][7]. - A meeting between Trump and U.S. tech leaders, including CEOs from HP, Intel, IBM, and Qualcomm, is scheduled, focusing on trade policies and manufacturing [17][19]. Economic Data - The U.S. February CPI is expected to show a year-on-year increase of 2.9%, while the PPI is anticipated to rise by 3.5% [3][14]. - China's February financial data, including new loans and social financing, is projected to be released between March 9 and 15, with expectations of significant government bond financing [15][16]. Corporate Earnings - The earnings season is ongoing, with companies like Ideal Auto, Futu Holdings, Weibo, and Oracle set to report their financial results [25]. - Notable attention is on Ningde Times in the A-share market during this earnings season [25]. Legislative Developments - Germany's large-scale fiscal expansion plan, which includes a €500 billion special fund for public infrastructure, is under review, with critical votes scheduled in the coming weeks [12][13][14].
一周重磅日程:德国“财政火箭炮”,两会闭幕、中国金融、美国CPI数据,美政府再面临关门危机......奠定全球叙事的一周来了!
华尔街见闻·2025-03-09 12:39