目录
通胀数据 ........................................................................................................ 4
1. 食品价格连续下跌 ................................................................................ 4
2. 猪肉价格继续下跌 ................................................................................ 4
3. 食品价格涨幅预测 ................................................................................ 5
4. 生资价格再次下降 ................................................................................ 6
5. 通胀即将大幅下降 ................................................................................ 7
经济数据 ........................................................................................................ 8
1. 地产销售维持低位 ................................................................................ 8
2. 工业收入利润下滑 ................................................................................ 9
3. 产品库存持续积压 .............................................................................. 10
4. 汇丰PMI 创下新低 ............................................................................ 10
风险数据 ...................................................................................................... 11
1. A 股换手又近低位 .............................................................................. 11
2. 消费大幅跑赢能源 .............................................................................. 12
3. 期限利差基本持平 .............................................................................. 12
4. 信用利差继续扩大 .............................................................................. 13
货币数据 ...................................................................................................... 13
1. 回购利率依然偏高 .............................................................................. 14
2. 公开市场回笼资金 .............................................................................. 14
3. 一级市场释放资金 .............................................................................. 15
4. 央票利差倒挂结束 .............................................................................. 15
5. 贴现利率再次回升 .............................................................................. 16