中国最新刺激措施能拯救经济吗？ 鉴于消费支出疲软、出口前景不明朗以及房地产市场仍不稳定，中国今年 5% 的经济增长目标 看起来有些雄心勃勃。北京在 9 月底推出了一揽子刺激措施，推动股市历史性上涨。在投资 者对支持措施的规模感到失望之后，中国承诺采取新措施支持房地产行业，并暗示将增加政府 借款以支撑经济。即便如此，增长目标看起来仍然有些勉强。通货紧缩压力依然存在，在经历 了 30 年的空前增长之后，这个世界第二大经济体有可能陷入日本式的长期低迷期。 经济衰退如何发展？ 在最新一轮刺激措施出台之前，绝大多数全球银行都预计中国经济今年将无法实现目标。通货 紧缩压力不断上升，新房价格跌幅创下 2014 年以来最大，消费者信心降至一年半多以来的最 低水平。政府继续依靠制造业和出口来推动经济复苏。彭博调查的经济学家中，不到五分之一 预测 2024 年国内生产总值将增长 5%，美国银行等银行的分析师质疑为何财政和货币政策没 有采取更多措施来重振国内需求。尽管出口额达到近两年来的最高水平，但北京正面临来自各 国的反击，这些国家担心来自世界最大制造业国家的廉价商品会带来影响。财政部副部长廖岷 等高级官员为中国的工业实力辩护， ...

史诗级经济刺激政策即将到来？20241013 摘要 • 财政部宣布将推出一揽子增量政策，包括加大周期调节力度、保持财政支 出刚性、做好基层三保工作、使用超长期特别国债和地方政府专项债等， 旨在推动稳增长、扩内需、防范化解风险。 • 这些政策将通过较大规模增加债务额度支持地方化解存量隐形债务，减轻 地方政府债务压力，腾出更多资源发展经济，改善企业资金流紧张问题， 提振企业投资信心并增加就业。 • 发行特别国债以支持国有大型商业银行补充核心一级资本，有助于增强银 行抗风险能力及信贷扩张能力，推动存量房贷利率下调及地方隐形债务重 组与置换工作，进一步服务实体经济。 • 财政部将通过叠加运用地方政府专项债券、专项资金及税收政策来配合货 币金融部门已推出的一系列组合拳，以推动房地产市场止跌回稳，具体措 施包括利用专项债进行土地储备、增加商品房收购作为保障性住房、加强 房地产相关税收优惠与金融支持。 • 政府将加大对企业和居民家庭部门的支持力度，包括出台助企帮困制度、 规范企业执法监管行为、扩大消费与惠民生相结合、加大对重点群体的支 持保障力度等。 • 财政部发布会中关于预期管理有几个显著亮点，包括强调中央财政还有较 大 ...

四季度中美经济及债市展望：全球降息周期下中美债牛延续 20241012 摘要 • 美国经济在近期表现出一定的韧性，主要得益于货币增速的回升。自去年 三季度以来，美国货币增速有所回升，主要原因包括硅谷银行事件后的财 政政策转向积极，以及加息速度放缓甚至开始降息，这些因素共同支撑了 美国经济和金融市场。 • 尽管美国经济表现出韧性，但未来经济走势仍存在不确定性。市场普遍预 期美国将实现软着陆，但未来几个季度可能会看到一些放慢迹象。预计经 济放缓风险主要来自于财政政策难以持续保持高位、利息负担仍在逐步上 升、股市上涨空间有限以及大选政策的不确定性。 • 美国财政赤字对经济有显著影响。2020 年和 2021 年，由于疫情爆发，美 国财政赤字达到了历史高位，每年约 3 万亿美元，占 GDP 比重超过 10%。 然而，到 2022 年，由于通胀上升，财政赤字显著回落。然而，在 2023 年至 2024 年间，赤字规模再次上升，预计将超过 2 万亿美元。 • 美国未来财政状况面临较大压力。美国目前面临较大的财政压力，其绝对 的财政赤字余额已达到 30 多万亿美元。此外，高额国债发行量对应着越 来越高的利息支出负担。如果不 ...

各位投资人大家下午好我是台大证券研究所所长马燕欢迎大家参加今天下午的活动我们都知道近期A股市场经历了剧烈的震荡自上个月24号一系列政策刺激下二级市场出现了暴涨行情然而本周四的市场在冲高之后大幅调整所以大家都很关注周末的中邦会议会释放出哪些特别的利好政策 昨天财政部的领导也汇报了关于加大财政政策一周期调节力度推动经济高质量发展的有关情况汇报并且表示围绕着稳增长扩内需化风险近期将会陆续推出一揽子有针对性的增量政策昨天下午之后会后我们看到资本市场的这个反应其实是有很大的分歧的对此今天我们邀请了三位专家就此次的会议提出的政策分别进行解读 首先我们有请第一位嘉宾台大定确院研究院首席经济学家轩宇老师来为我们从宏观角度解读财政增量政策的作用空间和主要的发力点及后续对于市场的影响有请轩宇老师好的各位领导各位投资人大家下午好 今天我跟大家分享的这个主题就是财政政策空间大经济回稳 回升向好的这个基础还是非常有保障的大家知道昨天就是10月12号国际办举行了备受市场关注和期待的这个财政部发布会财政部宣布将在近期度数推出一篮子有针对性的增量政策举措在9月26号中央政治局会议定调以后 金融货币部门还有发改委国家发改委部门等推出了一系列的 ...

各位投资者大家下午好欢迎大家来参加我们今天下午的这个线上的一个会议那么这个会议其实背景是因为最近我们看到国内的在政策出台的这个背景之下股市和债市的波动都比较大那么海外这边其实我们也看到最近国庆节前节后的北联储 在9月份降息之后就是一些经济数据的出台之后使得市场的阶段性的降低了这个降息预期所以我们看到美债利率也是有点回升的所以在海外和国内都有一定波动的情况下协同者也都比较关心这个市场的接下来的一些运行所以今天我们也利用今天这个下午跟大家再交流一下我们对四季度的一些整体的看法 那么第一部分我先讲一下美国这个情况虽然可能市场更关心的是国内的股债的一些情况这个一会儿在后面会再详细的展开那么先讲一下美国这部分其实在国庆节前后的话我们看到美国的非农的就业数据以及昨天出来的CPI应该说一定程度上都比市场的预期要好一些 那么在这样一个情况下其实我们也看到最近美国的降息预期是有一些降温的那么也看得到美债利率从前面的10年国债大概3.6 3.7的位置回到了最近4或者4附近当然对于美债后面是不是还能延续一个牛市以及后续美国是否能够进一步的降息其实市场目前也比较关心包括后续美国的一些大选这些情况 虽然大选现在没有落听我们现在也没有办 ...

M Idea Global Economic Briefing | North America October 7, 2024 04:00 AM GMT Japan's government has new leadership, and we discuss what this might entail for the reflation narrative. M The Japan reflation narrative has been a key macro development for the past year. After more than two decades of zero nominal growth, we have come to an inflection point. Inflation has moved demonstrably into positive territory, and wages are clearly moving in the right direction, but any shift to a new equilibrium can be fra ...

Global Markets Strategy 07 October 2024 J P M O R G A N Japan Equity Strategy Will growth accelerate under new administration?: Keys are corporate investment and productivity improvement 2025 Extel - Institutional Investor All-Japan Equity Research Survey LVCIT Voting Open Sep 24" - Oct 18" Please vole for J.P. Morgan (5 stars) On October 4, the Ishiba administration reiterated its intention to maintain the Kishida administration's policy direction in the initial policy speech, and Prime Minister Ishiba ann ...

Key Points Industry/Company Involved - **Industry**: Chinese economy, financial markets, real estate market - **Company**: Not specified, general focus on Chinese economy and markets Core Views and Arguments - **1. Stimulus Package Impact**: The Chinese stimulus package has significantly boosted market sentiment but poses a risk of market correction if expectations are not met [doc id='1']. - **2. Policy Measures**: The government is implementing a range of measures across multiple sectors, including monetary, fiscal, and real estate policies [doc id='1']. - **3. Monetary Policy**: The People's Bank of China (PBOC) has lowered deposit reserve requirements and interest rates, indicating further easing in the fourth quarter and beyond [doc id='3']. - **4. Fiscal Policy**: The government's fiscal policy will play a crucial role in supporting economic growth, although specific measures are not yet clear [doc id='1']. - **5. Real Estate Market**: The government aims to stabilize the real estate market through measures like supporting home deliveries and digesting excess inventory [doc id='1']. - **6. Stock Market Support**: Structural measures are being implemented to support the stock market, including facilitating institutional investment and stock buybacks [doc id='1']. Other Important Content - **1. Economic Challenges**: The Chinese economy faces challenges from the decline in the real estate market and strained local government finances [doc id='1']. - **2. Implementation Challenges**: Implementing the stimulus measures, particularly in the fiscal and real estate sectors, may face challenges and delays [doc id='2']. - **3. Market Volatility**: The stock market may experience short-term volatility due to unexpected policy changes or economic data [doc id='2']. - **4. Policy Clarity**: Clear communication of policy intentions is crucial to guide market expectations [doc id='2']. - **5. Historical Lessons**: The 2015-2016 stock market crash serves as a reminder of the risks of excessive optimism followed by market corrections [doc id='2']. - **6. Monetary Policy Outlook**: The PBOC is expected to continue easing monetary policy, with potential for further interest rate cuts and deposit reserve requirement reductions [doc id='3']. - **7. Fiscal Policy Outlook**: The government may increase fiscal spending, particularly in infrastructure and technology sectors [doc id='4']. - **8. Real Estate Market Outlook**: The real estate market is expected to continue adjusting, with potential for oversupply and price declines [doc id='5']. - **9. Stock Market Policy**: The government has announced measures to support the stock market, including facilitating institutional investment and stock buybacks [doc id='6']. - **10. Policy Tools**: The government is exploring new tools and measures to address the economic challenges, including targeted support for small businesses and rural areas [doc id='1']. - **11. Economic Growth**: The government has expressed a strong willingness to promote economic growth, with a focus on both cyclical and structural measures [doc id='1']. - **12. Policy Coordination**: The government aims to coordinate policies across different sectors to achieve synergistic effects [doc id='1']. - **13. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='2']. - **14. Market Expectations**: Clear communication of policy intentions is crucial to manage market expectations and avoid excessive volatility [doc id='2']. - **15. Historical Lessons**: The government should learn from past experiences, such as the 2015-2016 stock market crash, to avoid similar mistakes [doc id='2']. - **16. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **17. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **18. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **19. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **20. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **21. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **22. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **23. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **24. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **25. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **26. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **27. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **28. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **29. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **30. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **31. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **32. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **33. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **34. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **35. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **36. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **37. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **38. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **39. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **40. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **41. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **42. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **43. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **44. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **45. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **46. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **47. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **48. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **49. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **50. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **51. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **52. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **53. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **54. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **55. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **56. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **57. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **58. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **59. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **60. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **61. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **62. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **63. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **64. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **65. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **66. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **67. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **68. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **69. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **70. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **71. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **72. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **73. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **74. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **75. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **76. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **77. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **78. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **79. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **80. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **81. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **82. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **83. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **84. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **85. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **86. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **87. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **88. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **89. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **90. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **91. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **92. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **93. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **94. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **95. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **96. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **97. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **98. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **99. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **100. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **101. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **102. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **103. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **104. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **105. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **106. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **107. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **108. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **109. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **110. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **111. Policy Implementation**: The government needs to ensure effective implementation of the stimulus measures to achieve desired outcomes [doc id='1']. - **112. Economic Outlook**: The government expects the economy to gradually recover, but challenges remain, particularly in the real estate and financial sectors [doc id='1']. - **113. Policy Challenges**: Implementing the stimulus measures, particularly in the real estate sector, poses significant challenges due to the complex and interconnected nature of the economy [doc id='1']. - **114. Policy Coordination**: Effective coordination of policies across different sectors is crucial to achieve the desired economic outcomes [doc id='1']. - **115. Policy Implementation

女士们先生们大家上午好欢迎出席国务院新闻办新闻发布会今天我们非常高兴邀请到国家发展改革委主任郑山杰先生 请他为大家介绍系统落实一揽子增量政策扎实推动经济向上结构向优发展态势持续向好有关情况并回答大家关心的问题出席今天新闻发布会的还有国家发展改革委副主任刘苏社先生赵晨鑫先生李春龄先生郑贝女士 下面我们首先请郑山杰先生做介绍各位媒体的朋友大家上午好今天很高兴我跟我的同事来出席新闻发布会向大家通报有关的情况还有回答大家关心的这些问题 9月26号中央政治局召开会议分析研究当前的经济形势部署了下个阶段的经济工作推出了一揽子的增量政策这充分体现了以习近平同志为核心的党中央对经济工作的高度重视充分展现了推动经济 持续回升向好的决心和信心9月29号国务院召开常务会议专题研究了部署了一揽子增量政策的具体落实工作今天我们就全面贯彻落实党中央国务院的决策部署 系统落实一览之的增量政策向大家做个通报之后我会和我的四位同事一起回答大家关心的一些问题下面我先向大家介绍两个方面的情况第一就是当前经济形势怎么看的问题 我们认为准确把握中国经济的实际要做到全面客观冷静要看宏观的全局要看发展的态势也就是说既要看当下也要看这个事关长周期的这些未来 ...

各位投资人大家下午好我是华人基金研究员周鸿昊今天非常高兴应该说在国庆后的第一个交易日跟大家交流一下市场那么相信大家当前最核心的一个关注点毫无疑问是在国庆期间表现非常强势的中国资产尤其是港股在国庆期间有一个很明显的涨幅那么再叠加国庆后的第一个交易日整个A股的表现也是非常可圈可点的 那么当然国庆期间到底发生了哪些重要的宏观事件我们今天也是顺着这样的一个线索来跟大家做一些交流包括后续我们做大类资产配置用哪些方向在今天跟大家做一个探讨 本期是我们的黄金一点通栏目的第七期我们这个栏目目前是每双周举办一次相信也有一些小伙伴在持续关注我们的一个栏目我们那个栏目主要由我们许建许博和我来做一个宏观的分享最终是聚焦到黄金投资上面所以感兴趣的小伙伴也可以在万子关注我们这样的一个专栏 那首先还是跟大家讲一下整体的一个资产推迟观点因为今天也正好是十月刚上来那对于十月份呢我们对于整个A股资产还是非常有信心的尤其是在当前国内的一个货币政策明显的超预期之前9月24号 9月26号连续的一个两次的政策对于当前资本市场房地产市场降息降准都有明显的优化和推动的这些动作所以呢也导致了为什么从9月下旬以来整个市场的一个表现是非常的强劲那么结合今天其实A ...