您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[莫尼塔]:海外宏观周报:美联储议息会议来袭,地缘冲突持续升级 - 发现报告
当前位置:首页/宏观策略/报告详情/

海外宏观周报:美联储议息会议来袭,地缘冲突持续升级

2022-03-15胡悦、边泉水莫尼塔✾***
海外宏观周报:美联储议息会议来袭,地缘冲突持续升级

!"#$%&'(!"#$%&'()*+,-./0%&123!!42005560789"#$%&:;<=>?@ABCDEFGHIJKBLMNABOP9QRSTUEVIWX.%&YZ3!![\.]^_`abc?@BVde129fg129hijkEFGHI3!!20155"#$%&lm()*+96<naopqrs.(tuv*+wxyz{.:|3!!!www.caixininsight.com )*+,-./0((((((((((((((((((((((((((((1!!!!!!!!!!!!!!!!23456789:;<=>?@AB((((((((((( !"#$%&$'()*+,-./01 "#$%&'(2022)3*13+ !"# $%&' () yhu@cebm.com.cn *+, qsbian@cebm.com.cn -./0123.456789:;<=>?@ABC.4-.DEFGHIJK9LMNOPQRSTU9VWXYZ[>?@\]^5_H`IJK9abcdeXfg>h.4ijkl9mnopqmkr.4ijHa-JK9stuvwx9_y3.53%9z { | u2.88%9} t ~ u1.99%Hn-.4jÄLMNOÅÇ5x9ÉÑÖÜáÑàâäãåçã901éuqè9êvFë64.07%í3.28%9ìî1000ê2.41%Hïñ-.PQ~ó9òôöu6.17%9õú~u3.17%9 ùã.4uvwû9ü†1.92%H°¢.4JK9L£§-.•.9¶ß.4~u2.41%9®©.40ê2.24%H ™./™.JK9LMNO ́ ̈op|≠deXfABÆyãØ™∞|±≤xv0p9ÉÑÖäãH≥¥a™|±≤0p26bp9wμ|r2%92-10¥ja™j∂∑∏π∫Pª9ûv0p1bpº0.25%Ωäãã™|±≤æøxv0p90R26bp9wμ|r0.21%9õ∫≥¥ã™|±≤π∫¿0.18%-0.2%¡¬pH √ƒ/VWNOAB23≈∆risk-off«»9...[ \5_âdePQRÀHaÃtÕxv0ê0.62%9wμ|r99.12HŒadeœaÖPQ—À9“Ã|u1.14%9nÃûv~u0.19%9õÃœa×À2.14%9”‘PQ—À9y1.5%9’÷eûv~u0.32%H ◊ÿ/LMNOŸ◊ÿâ⁄7¤‹›fi9fl‡x·◊ÿxv~ó9‚î9...[„‰⁄RÂÊ ∏Áâ0êHËÊ|ê1.72%9|r1978.7aÃÈÍ9ÎÏÌExvÓR9|ê2.01%9|r25.66aÃ/ÔHLMEÒxv~u9|u4.71%9|r10101aÃ9aÚÛuÙ120aÃ9uv_y5.14%9wμ|r109.09aÃHjırVWZ[ABâ◊ÿöê9ˆj.4 ̃ ̄¤‹ ̆?9x·◊ÿfl‡ ̇75xH !"#$%&CEBM Group !"#$%&' )*+,-./0((((((((((((((((((((((((((((((((((((((C(!!!!!!!!!!!!!!!!!!!!!!!!!!!CDCCEFG1FH( !"#Ií 23.4_ ̊Õ ̧ ̋ ̨ .................................................................................................................................... 3 ˇí x!"# ̆$ ................................................................................................................................................... 3 ''''''$%!" %D 1/x!"#_ ̊Õ ̧ ̋ ̨ ............................................................................................................................ 3 %D 2/a-xv~ó .......................................................................................................................................... 4 %D 3/nñ-.¤‹qè ................................................................................................................................... 4 %D 4/ïñ.4PQ~u ................................................................................................................................... 4 %D 5/°¢.4xv~u ................................................................................................................................... 4 %D 6/ÆyãØ™∞|±≤ ̃& ........................................................................................................................ 5 %D 7/a™j∂'(ûv)x ............................................................................................................................ 5 %D 8/aÃtÕxv0ê ................................................................................................................................... 5 %D 9/ŒadePQ~u ................................................................................................................................... 5 %D 10/ÊÏ∏Áxv0ê ................................................................................................................................. 6 %D 11/◊ÿ≈* ̆+ ......................................................................................................................................... 6 '''''''''''''''''' !"#$%&CEBM Group !"#$%&' )*+,-./0((((((((((((((((((((((((((((((((((((((F(!!!!!!!!!!!!!!!!!!!!!!!!!!!CDCCEFG1FH( &' ()*+,-./01 %D 1/x!"#_ ̊Õ ̧ ̋ ̨(!!"#$!%&'!%('!%)'!!!"#$!%&'!%('!%)'!)*+,-.!/0120!3%214'!342%5'!35267'!)*+,89:;!%5<2%!3%266'!3<2%1'!3=2</'!)*+,>?@A!4%/=21!312=/'!3%204'!362=5'!)*+,BC@A!54/=/20!3%27%'!372//'!3%120<'!DE!"#$!%&'!%('!%)'!F,G!"#$!%&'!%('!%)'!HI!<4=772%=!3125='!3%2=='!362%5'!HIF,G!4/2<6!1217'!3421%'!5267'!JI!%407<20%!342%0'!3<26<'!3520/'!JIF,G!<7206!%20%'!312%%'!4214'!KL611!74172<%!3%2<1'!34200'!37206'!KL611F,G!<12/6!%2/4'!3<206'!%42<='!MNE@!"#$!%&'!%('!%)'!BC@A!"#$!%&'!%('!%)'!OPQR%11!/%66257!1201'!427%'!35251'!ST*UV*UG!666612<!12%6'!4247'!37217'!WP+X+71!5451246!1206'!<240'!3%12/4'!YZ,[\FU*]XI^!%%%/%<2%!3%2/4'!3427%'!3%251'!_P&XG!%<5402%%!%2<0'!721/'!3%%256'!`ab)\UG!47/1270!1211'!1211'!34=257'!8NE@!"#$!%&'!%('!%)'!cd!"#$!%&'!%('!%)'!ef446!46%542/0!34216'!3<2%/'!3=2%6'!ghDi"jd!4211!%21%'!%72=7'!72%/'!kPlmI^!455%240!312/%'!3%2=4'!3<2%6'!nhDi"jd!%2/6!%2/7'!%525/'!%525/'!opI^!4166<2/=!3%25%'!352%/'!3%/270'!Diqrcs!1246!3<206'!02/1'!3652=1'!td!"#$!%&'!%('!%)'!uv!"#$!%&'!%('!%)'!DwI^!==2%<!1254'!1254'!<244'!xy!%=/02/1!312=1'!%2/4'!0215'!Dwz{|}!52<7!124/'!12<4'!31247'!~!%1=21=!<215'!362%7'!42/5'! ,-/./019234!"& 2' 345678 '()*+,&&(%)*+,-./01#$23456789+,:+;<=>?@AB1CDEFGHIJKL1MNOPQR456STU-V?W@AB1XYZ[\O]^4_+,`abc1defghdbi+,`a?X:AB1jklmno1Vpqrsqt1uvwlxryyt1zk{l|r}}t?e:+,~aCDEFÄÅ-o1ÇÉÑÖÜÉáàâäãåä1(%çlhé1èm=ê.ëríìtîqrxy%1ïñ|íí(èxrë|t?óò:+GH{ô1öõúlùr|ìt1ûü{lqr|ìt1'†ä+,lmn°1¢£|r}xt?§•+,AB1C¶ß:+®+1©™+,{lxrë|t1 ́ ̈+,(èxrxët?'≠ÆØ∞k±≤≥1)*+,úlxr|ùt1¥päμ% ̈{l|ryxt1§•+,lmVpërììt1ó∂M∑wlqr|t?'' !"#$%&CEBM Group !"#$%&' )*+,-./0((((((((((((((((((((((((((((((((((((((I(!!!!!!