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Where Will Milei's Radical Reforms Take Argentina?[Caixin Weekly Sneak Peek]

  • Javier Milei, elected in November 2023, vows to radically transform Argentina's economy amidst inflation, debt, and poverty.
  • His economic reforms, including currency devaluation and government spending cuts, have mixed outcomes: some fiscal improvement but continued high inflation and rising poverty.
  • Though facing protests and legislative challenges, Milei retains significant public support, with plans to reduce public spending and privatize state-owned enterprises.

2024-05-18
In-Depth: A New Round of U.S. Tariffs Looms – Political Theater or the New Normal in Trade Wars?[Caixin Weekly Sneak Peek]

  • 美国总统拜登宣布对中国180亿美元进口产品加征“301关税”,包括钢铝、半导体、电动汽车等多个领域,关税大幅提高。
  • 针对中国钢铁行业,拜登强调保护美国工会和工人的决心,此次关税调整也与政治选举有关,意在迎合特朗普支持者。
  • 新关税措施影响有限,对本土经济影响较小;巴以冲突及关税政策反映出中国与美国贸易关系紧张,以及美国制造业回流政策的战略意图。

2024-05-18
【周刊提前读】米莱激进改革把阿根廷带向何方?[特报]

【本文系数据通用户提前专享】前所未有的狂飙式改革,能否带领阿根廷走出多年来的路线摇摆和经济泥淖?

2024-05-18
最新财新周刊|特别报道:关税风暴[特别报道]

是政治表演还是贸易战新常态?中国企业如何应对?

2024-05-18
最新财新周刊|阿根廷:米莱变法[时事]

前所未有的狂飙式改革,能否带领阿根廷走出多年来的路线摇摆和经济泥淖?

2024-05-18
【周刊提前读】深度:美国新一轮关税来袭 政治表演还是贸易战新常态?[特报]

【本文系数据通用户提前专享】是政治表演还是贸易战新常态?中国企业如何应对?

2024-05-18
2024年第一季度中国货币政策执行报告[中文资料]

2024-05-17
提升上市公司质量,需要做什么[聂无逸]

提升上市公司质量,不仅要设定发展目标并付诸努力,更要从问题导向出发,着重解决上市公司面临的现实问题和突出矛盾

2024-05-16
【市场动态】日本经济第一季萎缩 消费投资出口均构成拖累[财经]

随着消费者和企业减少支出,日本经济在第一季度出现萎缩,凸显出经济复苏的脆弱性,也让日本央行考虑下一次升息时机之时面临更复杂的局面

2024-05-16
人物|走过20年总理路 李显龙成为自己[要闻]

李显龙称:“很多时候,并不是领导人令人失望,而是整个体系都失败了”,“像新加坡这样的小国,我们能犯错的余地为零。”

2024-05-15
危机中蕴含着建立新秩序的机遇[随想]

只有善于从各种大大小小的危机处理中把握时机、发现机遇,把危机一步步转化成相互信任基础上的机制、体制与秩序,也不畏惧种种倒退和偏见,这样,才能够真正转危为机、化敌为友,建立起一个共享稳定与和平、发展与繁荣的新时代

2024-05-14
【市场动态】调查显示随着德国复苏 欧元区经济增速料将加快[财经]

彭博对分析师的调查显示,随着欧元区最大成员国摆脱了一年多来经济近乎停滞的局面,今年欧元区经济增速将快于此前预期

2024-05-13
普京新任期人事大改组 绍伊古被调离俄国防部长职位[要闻]

由于本身缺乏军队经历且俄军在2022年2月对乌克兰全面开战后战场表现不佳,军队腐败丑闻频发,绍伊古曾多次陷于去职传闻

2024-05-13
2024年一季度经常账户顺差392亿美元 与GDP之比0.9%[要闻]

同期,非储备性质的金融账户(含净误差与遗漏)为顺差43亿美元,其中直接投资项下逆差279亿美元,为该项自2022年三季度以来连续第七个季度出现逆差

2024-05-11
In-Depth: Real Estate Firms on the Brink—How Can Property Expectations Be Reversed?[Caixin Weekly Sneak Peek]

  • During China's May Day holiday, the Hang Seng Index in Hong Kong saw a significant rise, achieving nine consecutive days of gains by May 3, rebounding over 20% from its January low and entering a technical bull market. Concurrently, the Shanghai Composite Index also showed positive performance, rising to around 3155 points by May 9.
  • Positive outlooks on China's market were expressed by foreign institutions like BNP Paribas and UOB Kay Hian, attributing confidence to Chinese government's supportive measures for capital market health and adjustments in real estate policies. These included easing restrictions on property purchases and sales.
  • The central government's April meeting highlighted ongoing economic challenges such as insufficient demand and high operational pressures on businesses. It emphasized the importance of real estate as a drag on economic performance while discussing new policy measures to optimize housing supply and demand.

2024-05-11
As Economy Picks Up, Markets Anticipate Easing in Real Estate and Debt Reduction Policies[Caixin Weekly Sneak Peek]

  • In April 2024, China's manufacturing sector saw a slight improvement with the Caixin Manufacturing PMI reaching 51.4, while the services sector experienced a minor decline with the Caixin Services PMI at 52.5. Despite these mixed results, overall economic recovery continued to accelerate.
  • Employment pressures remain significant despite growth in both sectors, with job indices showing contraction and employment rates hitting the lowest point of the year in April. Additionally, material costs rose due to increases in metal and oil prices, impacting corporate profits.
  • The Chinese government is advised to maintain consistent and continuous policies to support economic growth and improve market expectations amidst challenges such as insufficient demand and rising deflation risks.

2024-05-11
2024年第一季度中国货币政策执行报告[中文资料]

2024-05-11
最新财新周刊|经济景气继续攀升[经济]

4月供需扩张加速,就业、价格未现实质性改善;宏观政策要避免前紧后松,重点是有效落实已出台政策,房地产、化债政策或有松动

2024-05-11
【周刊提前读】深度:房企仍在生死边缘 如何扭转地产预期?[特报]

【本文系数据通用户提前专享】房地产企稳攸关中国经济,本轮复杂性远超过往。如何扭转预期?

2024-05-11
【周刊提前读】经济景气度攀升 市场期待地产与化债政策松动[特报]

【本文系数据通用户提前专享】4月供需扩张加速,就业、价格未现实质性改善;宏观政策要避免前紧后松,重点是有效落实已出台政策,房地产、化债政策或有松动

2024-05-11
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