- On April 3rd, global economic news includes Caixin's PMI showing a 13-month high in China's manufacturing sector, driven by external demand. Zhejiang promotes free trade zone reforms, and the low-altitude economy in China is projected to surpass one trillion yuan by 2026. Internationally, Holzmann suggests Europe may cut interest rates before the Fed, and South Korea's chip exports hit a 13-month high.
- On April 1st, key updates include stable industrial profit growth in China, Shanghai's strong GDP performance, and the Fed's cautious stance on interest rate cuts. Additionally, EU extends duty-free period for Ukrainian agricultural imports.
- On March 29th, key updates include stable industrial profit growth in China, Shanghai's strong GDP performance, and EU's agreement on Ukrainian agricultural imports. Internationally, the Fed suggests delaying interest rate cuts, and Goldman Sachs predicts significant pension fund sales in the U.S. stock market.
- On March 28th, domestic land supply increased by 4.8% YoY, while Beijing released 50 key tasks for high-quality development. Internationally, the dollar hit a 34-year high against the yen, and S&P downgraded the outlook for U.S. regional banks due to commercial real estate challenges.
- Shanghai's trade with BRICS nations surged 31.8% YOY, China's AI models exceed 100, food market grew 10.31%, and Shenzhen boosts high-end equipment. Internationally, AI development offers new Asian opportunities, US gas prices may hit $4/gallon, Fed rhetoric impacts Treasury purchases, and EU welcomes UN Gaza ceasefire resolution. (March 27th)
- On March 26th, key developments include China's efforts to expand the data industry ecosystem, green and low-carbon transformations, and significant investments in power supply projects. Internationally, tensions rise over ceasefire talks in Gaza, while a severe geomagnetic storm warning affects U.S. infrastructure.
- On March 25th, key updates include MOFCOM assessing a potential US 'Section 301 investigation' on China's shipbuilding industry, significant RMB depreciation due to offshore hedge fund stop-loss orders, and Russia launching a massive attack on Ukraine's energy infrastructure. Additionally, Japan's Rengo confirms the largest wage hike in a decade.
- On March 22nd, key updates include Lixiang Auto lowering Q1 delivery forecasts, Meituan's life service transactions doubling YoY, DCE optimizing futures and options, China promoting peace talks on Ukraine, and Putin winning the Russian presidential election. Additionally, Germany's economic downturn eased slightly, while France's business activity fell due to weak demand. The UK's February budget deficit exceeded expectations.
- On March 22nd, key global economic indicators showed varied trends: China's game market revenue surged 15.12% YoY, reaching 24.875 billion yuan; UK inflation hit a two-year low; Bitcoin declined 11% weekly; and US-Israel talks focused on alternatives to the 'destroy Rafah' operation.
- Premier Li Qiang emphasizes the importance of 'three rural' work and grain harvest. Shanghai and Hangzhou issue land supply plans. China aids Gaza with grain supplies. Civil Aviation Administration focuses on low-altitude economic development. North Korea tests solid-fuel engines, and the U.S. tests an air-launched weapon. The Fed likely to maintain rates, and EU divided on Bosnia and Herzegovina's accession. (2024-03-22)
- On March 22nd, key updates include Russia supporting peace talks, Morgan Stanley raising oil price forecasts, and China recovering significant tax losses. The National Bureau of Statistics predicts stable employment and achievable economic growth targets. Beijing is set to release a new humanoid robot model, while Apple plans to launch two new AirPods models later this year.
- On March 15, 2024, key updates include Shaanxi Coal's significant coal sales, Hangzhou's relaxation of second-hand housing restrictions, Huawei's strong revenue growth, and China's new visa-free policies. Internationally, South Korea amends regulations for business appreciation, JPMorgan predicts gold reaching $2,500, and the Federal Reserve's forecast is expected to be slightly hawkish.
- On March 14th, 2024, key updates include strong recovery in Hong Kong's tourism, increased Sino-US flights, and international developments such as refinery fires in Russia and increased scrutiny of cross-border e-commerce in South Korea. The British House of Lords urges strategic energy reserves, and Moody's predicts rising U.S. natural gas prices.
- On March 13th, global economic news includes over 800 A-share companies disclosing repurchase plans, Shanghai's focus on developing new productive forces, and the Fed's 99% probability of no March action. Additionally, Hamas accepted a revised ceasefire agreement, and the U.S. provided $300 million in military aid to Ukraine.
- On March 12th, Shanghai's nuclear power industry maintained double-digit growth, while international crude oil prices rose due to the suspension of the Keystone pipeline. The U.S. suspended LNG export licenses, raising concerns in Japan, and the CASA-1000 power project was restarted.