• 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.

【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？

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？

IMF的研究显示，贸易碎片化会让全球经济付出高昂代价，极端情况下，经济损失相当于德国和日本GDP之和

央行购金结构性支持黄金需求，叠加黄金供给进入“瓶颈期”，意味着金价或仍有相当可观的上行空间

美国最精英大学对于如何照顾不同学生的各方利益还没有统一且明晰的认识

China’s top decision-making body stresses importance of curtailing risks related to the real estate sector, local government debt, and small and midsize financial institutions

日本央行上周五未能加息，日元对美元汇率连续两个交易日大跌

• In 2024, China's central economic meetings highlighted challenges of overcapacity in certain industries. High-level visits and discussions with the U.S. and Germany focused on capacity issues, leading to new bilateral mechanisms for economic balance and growth discussions.
• Rapid export growth in sectors like electric vehicles and photovoltaics has drawn global attention to China's production capabilities, raising concerns about overcapacity despite a strong market demand projected for the future.
• Discussions around capacity utilization rates reveal varying standards across industries and countries, with no universal benchmark for ideal rates. China's industrial capacity utilization hit a low in early 2024, prompting debates on whether emerging industries can be judged by current supply-demand metrics alone.

• On April 13, 2024, Iran launched a significant direct attack on Israel from its territory with over 300 drones and missiles, marking a new height in the long-standing conflict between the two nations. This was in retaliation for an Israeli airstrike on April 1 that killed several Iranian officials in Syria.
• The U.S. and Israel were prepared for the attack, intercepting most of the incoming weapons with minimal damage reported. Post-attack, both countries showed restraint; President Biden urged Israeli Prime Minister Netanyahu to avoid further escalation, emphasizing defense support but not backing retaliatory actions against Iran.
• Iran portrayed the strike as self-defense and expressed no intention of escalating regional tensions further. Both nations signaled a desire to deescalate following the exchange, amidst global concerns about potential broader conflicts impacting economic and geopolitical stability in the Middle East.

【本文系数据通用户提前专享】中东被推向一场全面战争的边缘，可能为未来更多的误判和意外打开大门，显著抬升全球经济面临的地缘政治风险

【本文系数据通用户提前专享】新兴行业出现产能过剩了吗？原因何在？如何化解？

中东被推向一场全面战争的边缘，可能为未来更多的误判和意外打开大门，显著抬升全球经济面临的地缘政治风险

New ways of measuring growth, reviving global north-south collaboration and investing in the foundations of future prosperity are key to reducing inequality

Although the lists are helping many developers secure financing to finish their projects, there may not be enough demand for new homes to soak up the extra supply, bankers warn

需要从从动态的角度来分析目前中国面临的房地产市场深度调整、地方政府债务高筑以及部分行业绩效下降等问题，而不是简单化地进行定调