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China Micro
Category:
Otro
Actualizado:
17 jun 2023
0
0
139
Autores
Created by
Gekko
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Eventos
连续3月宏观数据变差 开始出现小作文，政策预期升温
国常会提到尽快推出刺激政策
OMO降息10bp 2.0->1.9
CPI 0.2 前值 0.1有企稳迹象
疫情彻底放开
Períodos
刺激 预期开始
放水带来的价格上涨PPI从4.4到10月最高13.5
开始进入衰退 2月制造业PMI见顶52.6 3月非制造业PMI见顶58.2
快速复苏 12月PMI见底 制造业 47，非制造业41.6
疫情的至暗时刻 制造业非制造业PMI从9月开始进入衰退 疫情风控导致多地出现恶性事件
疫情 放开预期
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