衰退预期继续证伪，静待全球央行年会

10CPI Nowcasting9720247.11-7.22 20111290 Z0017101 1.............................................................1 1.1........................................................11.2..........................................................................21.2.1..............................................................................................21.2.2..............................................................................................31.3.............................................................................................3 2.................................................................................................4 2.1-..................................................................42.2.......................................................................42.2.1.....................................................................................42.2.2.....................................................................................42.2.3..................................................................................52.2.4..................................................................................6 3..........................................................................................8 3.1...................................................................83.2............................................................................103.3...........................................................11...........................................................................................12..................................................................................................131415......................................................................................................15 1.1.1..................................................................................................11.2.1 2024812816.21.2.2.....................................................................22.2.1..........................................................42.2.2.........................................................................52.2.3.....................................................................62.2.4NDFUSDCNH.........................................................................72.2.5USDCNY25Delta%..........................73.3.12024.8.19-8.23................................111.................................122%..................................................................133...................................................144Shibor%............................................................................145SOFR%.............................................................................146%.................................................................................157....................................................................................15 1. 2024 8 12816CFETSBIS SDR816 16:30 1.1 777CPI9 USDCNHUSDCNYBloomberg 1.2 1.2.1. Nowcasting97 20247.11-7.22 1.2.2. 1.3 2. 2.1- 8167.146015 2.2 2.2.1 2.2.2 202471847239220241-712483141656221635920241-74030841036 2.2.3 2.2.4 89NDF6.959070USDCNY25Delta 3. 3.1 3.2 3.3 / 136310008400 8888 910www.nanhua.net603093