Core Viewpoint - The article emphasizes the importance of macroeconomic analysis in investment decisions, highlighting ten essential readings that provide insights into current market trends and economic indicators [2] Group 1 - The macroeconomic environment is experiencing significant changes, with inflation rates and interest rates being key focus areas for investors [2] - The article discusses the impact of global supply chain disruptions on various industries, particularly manufacturing and logistics [2] - It highlights the role of government policies in shaping economic recovery and growth, especially in response to the COVID-19 pandemic [2] Group 2 - The analysis includes a review of recent economic data, such as GDP growth rates and employment statistics, which are crucial for understanding market dynamics [2] - The article points out the potential investment opportunities arising from technological advancements and shifts in consumer behavior [2] - It also addresses the risks associated with geopolitical tensions and their implications for global markets [2]
宏观投资，必读10篇！（申万宏观·赵伟团队）
申万宏源证券上海北京西路营业部·2025-09-22 02:32