マクロ高頻度データ追跡：上流価格は全般的に反落、下流需要は引き続き低迷

11月 3, 2022

投資のハイライト

流行：中国での確定症例が増加、世界での新規症例は減少

川下分野：コモディティハウスの販売が全体的に低調、輸出出荷量の減少が継続

中流：高炉出鋼量はほぼ横ばい、鉄筋価格は前年同期比で下落

上流：原油価格は上昇、金属・原料炭価格は前年同期比で下落

食品価格：豚肉価格上昇、野菜価格下落

資金調達／債券市場：資金調達金利は上昇、長短国債金利は低下

為替レート：人民元安

リスク警告

経済の例外的な変化。

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