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🔥 Top post: 今年上半年 “离结比”升至42.2%,破了2021年离婚冷静期实施前的历史高点,老乡再次不冷静了。 · 4.5K views
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今年上半年 “离结比”升至42.2%,破了2021年离婚冷静期实施前的历史高点,老乡再次不冷静了。
那种出租影碟的店,日本还有2000家。
皮尤做的36国对印度看法的调查,两个邻国巴基斯坦和斯里兰卡是两个极端,英国好感度第二。
7月零售各项分化极大,耐用品普遍弱,手机一枝独秀,文化办公和化妆品 烟酒也还不错,地产家装链依然弱,汽车拖累最严重。
为救日元汇率,5~6月日本2个月减持了近千亿美债,这也是美国财政部7月底参与日元干预的重要原因。
观察日本人均GDP与全球均值的相对水平变化,二战后一路上升,1995年是峰值,达到823%,当时日本人均GDP是世界均值的8倍多,此后一路下降到去年为250%,两倍半,回到1969年的相对水平状态。了解此变化趋势,对理解其当前政治生态和社会意识形态有帮助。
JPM最新报告对摧枯拉朽般的重商主义有深入的拆解和分析,英文原版可在此查看:https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/trojan-fire-horse-amv.pdf
再奋斗几年,让德美日韩汽车工人提前退休的节奏。
之前虽然美国通胀高,但大部分情况下收入增速更高,所以剔除物价后的实际时薪一直在增长,购买力在提升。但自从懂王锤伊朗后,4月开始转负,至今已连续3个月负值,开始侵蚀购买力。
6月汽车出口首次突破百万辆,7月进一步破新高,接近110万辆,同比57%,平均每2.5秒钟出口一辆车。仔细看图 会明白懂王的“功劳”。
欧洲汽车市场的中系5强在今年上半年的销售排名,比亚迪只是第三名,但增速极高,奇瑞和零跑增速更高,其中零跑增速达558%。这5家总和的市占率从去年同期的7%升至今年的11%。
7月对美国的贸易顺差峰回路转,同比大增44%,已逐渐适应30%+的加权关税水平下的新常态。
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