Macroeconomics


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2024-09-16

[News] Key Focus This Week: U.S. Monetary Policy — Divergence in Market Expectations on Fed Rate Cut Size

Weekly Market Review: Last week, a rebound in technology stocks propelled the S&P 500 to a 4% gain, positioning it to once again challenge historical highs. U.S. 2-year and 10-year Treasury yields continued to decline, reflecting expectations of Federal Reserve rate cuts, and the spread between...

2024-09-13

[News] U.S. PPI Slightly Increases in August as Services Prices Rebound

The U.S. Producer Price Index (PPI) slightly increased in August, according to data released by the Bureau of Labor Statistics on September 12. The PPI rose by 0.2% month-over-month (previously 0%), exceeding market expectations of 0.1%. On a year-over-year basis, the PPI increased by 1.7% (previous...

2024-09-12

[News] U.S. CPI continued to decline in August, but Housing Prices Dampen Hopes for Further Rate Cut

The U.S. inflation continued to ease in August, as reported by the Bureau of Labor Statistics on September 11. The Consumer Price Index (CPI) increased by 2.5% year-on-year (previously 2.9%), with a monthly increase of 0.2% (unchanged from 0.2% in July). The core CPI, which excludes food and energy,...

2024-09-11

[News] China’s Exports Hit Two-Year High in August, with Economic Uncertainties Lurking

China's exports rebounded in August, marking the highest increase in 17 months, as reported by the General Administration of Customs of China on September 10. The total export value, measured in USD, reached approximately $309 billion, representing an 8.7% year-on-year growth, surpassing both the pr...

2024-09-10

[News] China’s CPI Rises Again in August, but Deflationary Pressures Intensify

China's CPI recorded positive growth for the seventh consecutive month, rising by 0.6% year-on-year in August, up from 0.5% in the previous month, as reported by the National Bureau of Statistics on September 9. However, the CPI is still below market expectations of 0.7%. This rise was mainly...

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