On August 14th, key economic news includes the national venture capital fund investing in aviation, narrowing new home transaction declines in China, and Chinese and US officials meeting to discuss financial issues amid trade tensions. Additionally, US PPI rose less than expected in July, and small business optimism in the US reached a two-year high.

On August 14th, MSCI adjusted its China Index, including Huaneng Hydropower and excluding 60 stocks. Coal prices are expected to remain weak, while gold approaches record highs driven by safe-haven demand. OPEC+ production exceeded targets, and the Fed's rate cut probability stands at 48% for 50bps in September.

The domestic bond market fell amid strong regulatory signals, while car companies reduced production to stabilize prices. The CPC and State Council emphasized digital and green transformations. Internationally, former BoJ members ruled out further rate hikes, and the Fed's rate cut probability remains uncertain. India's largest IPO this year, Ola Electric, saw significant gains.

On August 9th, key domestic news includes the rise of new energy vehicle sales surpassing fuel vehicles and progress in Guolian Securities' acquisition of Minsheng Securities. Internationally, the Fed's potential 50bps rate cut in September is highlighted, along with uncertainties in the gold market and the dollar's response to weak data.

On August 8th, key updates include JPMorgan raising US recession probability to 35%, China accelerating world-class enterprise construction, and European natural gas prices surging due to reported Ukrainian occupation of a Russian transit station. Domestic news highlights Shanghai's crackdown on conflict-provoking self-media accounts and KPMG's emphasis on ESG integration in China's economy.

On August 7th, domestic market liquidity remained abundant, with significant progress in affordable housing and EV charging policies. Internationally, the Fed is likely to cut rates by 50bps in September, US trade deficit narrowed, and Japanese stocks rebounded strongly.

On August 6th, key developments included the Bank of Japan raising interest rates, impacting the yen and stock index futures. Domestically, China focuses on boosting consumption and strategic cooperation agreements, while addressing caution for travelers to Lebanon.

The domestic real estate market sees easing pressure on homebuyers, while Guangxi sets a new trade record with ASEAN. Internationally, Israel's stock market reacts to geopolitical tensions, and South Korea's exports to China recover significantly. Notably, Warren Buffett's reduction of Apple shares sparks debate among investors. (Published on August 5th, 2024)

On August 2nd, key updates include China's new long-term medical insurance mechanism, counter-cyclical policy adjustments, and international developments like the UK's interest rate cut and US labor productivity rebound. Domestic reforms and global market trends are highlighted.

On August 1st, 2024, domestic news highlights include a five-year urbanization strategy, increased energy project investments, and breakthroughs in all-solid-state lithium batteries. Internationally, there are increased bets on UK interest rate cuts and efforts to prevent Middle East conflicts.

On July 31st, key updates include China's largest LNG storage tank being lifted, efforts to boost domestic consumption, and stable US Treasury yields amid dovish Fed signals. The NDRC emphasizes effective investment and consumption, while Ukraine's energy situation stabilizes.

On July 30th, the Ministry of Finance emphasized coordinated reform measures and tax systems for new business formats. Major banks completed RMB deposit interest rate cuts, and international focus remains on OPEC+ production policies and US stock performance.

On July 29th, key domestic news includes a 3.5% YoY increase in industrial enterprise profits and Beijing's second-hand housing market showing robust activity. Internationally, the UK faces fiscal challenges, and the Bank of Japan's policy meeting outcomes are awaited.

On July 26th, the Central Bank unexpectedly lowered MLF rates by 20 basis points, and the RMB surged against the USD. Additionally, the NDRC and MOF allocated 300 billion yuan for equipment renewal and consumer trade-ins, while China's foreign non-financial direct investment increased by 16.6% YoY. Internationally, Bank of America predicts Fed rate cuts and dollar depreciation, and Saudi Arabia imported fuel oil from Kuwait.

On July 25th, key updates include the approval of new Central enterprise index ETFs, impending changes in steel production standards, and discussions on urban-rural integration. Internationally, job markets in New Zealand and Australia are deteriorating, while the Paris Olympics boost French economic activities. Global soybean meal production is expected to reach 269 million tons in 2024-2025.