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切換到繁體中文Time经济观察@timehorizonx
OpenTime经济观察 (@timehorizonx) is a Telegram News channel listed on TGbox, with 21,032 subscribers, created on Mar 10, 2022, activity rated Active, mainly in Chinese.
Macroeconomics/Public Policy/Financial Markets Public: TimeHorizonX Knowledge Planet: TIME Research Group
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日本去年一个重要政策方向是说要降低对中国的依赖，然后三季度开启了新政，那么结果如何？这是今年前三季度与去年同期的中日之间的进口依赖度对比图，近1年依赖度不降反升0.45个百分点，升至23.6%，而中国对日本的进口依赖度反而小幅下降了0.07个百分点，彼此间的依赖度差异从去年的3.7进一步扩大到了3.81倍。
央行果然干预汇率了，离岸人民币有小脉冲贬值。我昨天刚在研究群深度分析过，中间价干预现在已经几乎无效了，近1个月年化升幅已经超过10%，近半个月年化升幅高达14.4%，央行如果再不干预，后面自我强化升级后，会更难处理，结果今天一早果然出招了，也是我昨天提到的外汇存款准备金率这个工具。
今年上半年是日本11年以来首次出生人口同比上涨，拆开看结构很有意思，果然主要是外国人推动的，如图2，在同比多增的2788人中，外国人贡献了1409人，占比超过了日本人，随着日本东亚移民占比下降，并加速引入生育率明显偏高的南亚移民，后面这个趋势还会加速。
最近三季度的婚姻登记数据已经出炉了，跌幅逐季加深，按往年季节规律估算，今年全年大致会落在583万~628万对附近，有可能低于2024年的610.6万对。 完整分析更新在：https://mp.weixin.qq.com/s/YjpMQ88bLcYlpV0MacVweg 公众号：TimeHorizonX 没关注的朋友记得加一下，此后会不定期更新一些文章。
China’s leading financial information platform, 7×24 coverage of global stock markets, foreign exchange, bonds, commodity dynamics. Channel features • AI Automatic Interpretation: Every news generates real-time investment reference • Smart Question Answer: Use /ask command to get in-depth of any information • Second-level push: Important information first reaches Professional + Intelligent, making investment decisions more efficient.
Affiliated group @Financial_Express_Chat Financial Slow News is the largest pan-financial news channel in TGJen, covering markets such as the global stock blockchain in real time, content is genuinely neutral and objective. Part of the content is taken from the original wall financial media and attached to the source, does not represent the position of this channel, please look at the relevant content objectively cautiously, beware of fishing misleading. Part of the screen content is transcribed on the site with no delay, pushing frequently for understanding.
Data 24H Extremely fast push! top paid articles in Chinese Times and Economy Circle! pay attention to the channel, understand the world!
Independent, personal financial, financial information morning news, summarizing U.S. stocks, A stock market information, and providing significant influence research reports.
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The Wall Street Journal was founded in 1889 and became the largest paid financial newspaper in the United States with more than 2 million copies. This New York-based newspaper focuses on financial news reports, whose content is sufficient to influence day-to-day international economic activities. The channel provides the full article of the Wall Street Journal for free reading, updating, and long-term maintenance.
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