Each big fund company reads 8 menstruation benefit data
Statistics bureau in the nation releases a data on September 9, August residents' consumption price(CPI) together compare rise 6.2%, the food prices rises an industrial article of 13.4% factory price(PPI) together compare rise 7.3%.To this data, the new wave finance and economics contacts several fund companies, they read data meaning and market influence respectively.
Last hurl Mo root:Inflation will steady drop can't change direction to relax in the short run
The last hurl Mo root means comparing analysis from the month wreath of data, equally canning see the deceleration that the commodity price increase soon.CPI and food prices rises respectively a little bit last month 0.3% and 0.6%, but increasing of July is soon 0.6% and 1.2% respectively 》compared to increase soon be close with normal year view.
Greatly become a fund:Adjusting to control a policy to anticipate will relax
Greatly become a fund to think, dropping of inflation the pressure that the slow monetary policy tighten further.Greatly become a fund to think, the short-term domestic affairs plan will continue to be placed in an observation period, can't more tightly but can't obviously relax, either.Owing to the risk that the American economy two times bottoms' promoting, debt Xi in Europe comes to logjam and add of the economy inside the year present to drop trend, winning macroscopic economic policy inside the long term to relax will be irresistible general trend.
Hand over the silver Shi Luo De's fund:The CPI ascension anticipates into end
Hand over the silver Shi Luo De's fund thinks and comes up to see from the economic period angle, 12 yearses three CPIs rises time that the period continues generally is 23-28 months, according to this regulation, the this CPI ascension anticipates into end.In the meantime, oversea price's conducting has already got into end as well, the inflation slows down of situation already opposite assurance.But even if CPI sees a crest in July, don't mean the inflation pressure in the Chinese economy faded away, it morely just meant day by day serious inflation certainly the head was suppressed.The Chinese economy actually has already followed the movement period of appropriate inflation, appropriate growth and defends inflation existence to turn trend over a long period of time.
Remit plentiful Jin letter:Adjust to control keynote have never become the short-term market vibration be partial to weak
Remit plentiful Jin letter to think, we think, degree CPI gradually descends a line all the year round is probably lead affairs, but descend range not definitely very big, the whole level axis is higher, the middle inflation pressure not yet completely relieves.At maintain higher to save a quasi- rate to bring the security deposit into the policy of paying the scope in the meantime, have already embodied to adjust to control keynote of constant but several weeks, the open market is clean to throw in to then embody vivid, is a kind of performance that regulates a funds period.Short date to see, the market lacks upward catalyst, anticipating will continue to maintain a vibration to be partial to weak structure and form.