博文

目前显示的是 十一月, 2018的博文

[heard on the street] 20181029-20181104

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MACROECONOMY 1. U.S. 1.1 GDP GDP: stronger than expected but the slowdown is looming? GDP component: consumer spending, net exports,  inventories 1.2 labor personal income: expected to rise 0.3% in Sep compared with Aug. unemployment: employment cost: wages: improving pay for workers 1.3 consumption consumer spending: strong, expected to climb 0.4% in Sep compared with Aug. personal consumption: 1.4 investment business investment: slowed fixed investment's contribution to GDP: decreased 1.5 housing house price: ownership: 1.6 price and market sentiment CPI: lower than expected consumer sentiment: high consumer confidence: manufacturing: growing divergence financial condition: tight 2. China 2.1 industrial industrial profit: slowed 2.2 trading export: dominated by domestic private firms export orders have been soft. 3. investment fixed asset investment: 2.4 labor wage tracker: