Fed policy makers remain divided over the need for more rate cuts this year. Joining us now, Independent Institute senior fellow Judy Shelton. She's a former Trump Fed board nominee and on set with us uh on this Veterans Day.It's good to see you. >> Good to see you. Thanks.>> Make some interesting points. are always uh always sort of uh compelling and that is that that even the 2% Fed target is well above what the dual mandate actually set when it was Humphrey Hawkins or whenever they decided we were going ...

Fed policy makers remain divided over the need for more rate cuts this year. Joining us now, Independent Institute senior fellow Judy Shelton. She's a former Trump Fed board nominee and on set with us uh on this Veterans Day.It's good to see you. >> Good to see you. Thanks.>> Make some interesting points. are always uh always sort of uh compelling and that is that that even the 2% Fed target is well above what the dual mandate actually set when it was Humphrey Hawkins or whenever they decided we were going ...

Gold is a traditional hedge against inflation for investors but in China surging bullion prices are having the opposite effect, providing a temporary respite from deflationary pressures https://t.co/1kI5ARmdtZ ...

Bloomberg analysis shows China’s deflation is hitting the country’s economy harder than official numbers suggest, with prices of everyday goods plunging and the share of loss-making companies at a 25-year high. Read more: https://t.co/7KF6cBO63K📷️: Bloomberg, Getty Images https://t.co/a3uYDe41oi ...

Bloomberg analysis shows China’s deflation is hitting the country’s economy harder than official numbers suggest.Read The Big Take ⤵️ https://t.co/wm1Aw3z6EF ...

当前中国债市已经进入低利率阶段，除非通胀或物价显著上升，否则物价数据 对债市影响不大。参考日本 1990 年至 2020 年的经验，即便 CPI 同比增速有 波动，但长期来看其国债收益率仍呈下降趋势。因此，即使未来 CPI 和 PPI 同 比有所上升，整体环境仍偏向通缩，对债市构成利好。当前内需不足，商铺和 住宅租金下跌，消费补贴可能导致家电企业和新能源车价格压力增加，因此无 需过度担忧短期内的物价变化。 债市周谈：上市公司三季报的几点债市信号 20251109 摘要 国债收益率长期呈下降趋势，即使 CPI 和 PPI 同比上升，整体仍偏向通 缩，利好债市。内需不足，租金下跌，消费补贴或致价格压力，短期物 价变化无需过度担忧。 惩罚性赎回费新规正式文件尚未落地，预计机构投资者赎回费要求可能 从 6 个月调整为 3 个月，零售投资者维持现状，规则落地后市场情绪可 能会更加积极。 公募基金分红免税政策短期内不会取消，稳定银行自营债基投资规模。 需降低综合费率至 10BP 左右以提高吸引力，年底银行或投低费率债基 满足规模需求。 定制载机监管规范单一机构持仓规模超 50%情况，未来或需多家机构共 同投资，旨在防止通 ...

China’s Deflationary Pressures Eased in October https://t.co/M4YsGDmn9E ...

5 November 2025 | 12:06PM HKT Economics Research China: Unofficial services PMI edged down in October; October inflation and credit preview Bottom line: The headline RatingDog China Services PMI (formerly the Caixin services PMI) edged down to 52.6 in October from 52.9 in September, suggesting services sector activity continued to expand but at a slightly slower pace. Key numbers: S&P Global services PMI: 52.6 in October (Bloomberg consensus: 52.5), vs. 52.9 in September. Main points: 1. The RatingDog China ...

2025 年 4 季度市场策略 - 牛市下半场 20251106 摘要 AI 产业对未来经济发展的影响有哪些？ AI 产业的发展带来了显著变化，包括互联网、算力、存储、电力设备等领域的 发展，以及天然气、原油价格和高耗能、高电力消费产业（如电解铝）的机会。 AI 产业高投资、高资本支出和高耗电推动互联网、算力、电力设备等领 域发展，并影响天然气、原油价格及高耗能产业，为经济带来新增长点， 但下游应用爆发仍需时日。 中国经济正经历结构转型，出口增加与房地产规模下降形成对冲，出口 对经济贡献增强。机床订单上升显示产能建设动力，低利率环境推动企 业产品输出，预计 2026 年仍可能维持通缩，但出口增速较强。 美国通胀预期回落，消费稳定，信用风险未显现，但财政紧缩、裁员及 货币政策独立性丧失构成潜在风险，可能引发财政可持续性问题及通胀 压力。 美元周期进入回落阶段，美债收益率下降，预计 2026 年将成为大类资 产拐点。过渡阶段需关注高杠杆部门问题，以及货币政策中立性下降和 通胀中枢抬升。 美国新能源装机量增长主要被数据中心用电量抵消，导致电力供应瓶颈 显现。燃气轮机供应周期和电网投入不足加剧电力短缺，即使 AI 产 ...

Discover the benefits of moderate inflation in driving economic growth and preventing deflation, as seen by economists and policymakers. Understand its impact on consumption and savings. https://t.co/TW6OwRW9lQ ...