郭磊系广发证券首席经济学家、中国首席经济学家论坛理事摘要第一，10月通胀数据延续好转，幅度略高于预期。其中CPI同比0.2%，大致持平于我们模型预测的0.16%；PPI同比-2.1%，高于我们模型预测的-2.37%。按照CPI和PPI分别60%、40%模拟的平减指数为-0.72%，属去年9月份以来（除今年1月春节所在月份）的最高。第二，通胀在整体特征上亦出现好转：（1）食品、非食品、核心月度环比均...
Source Link郭磊系广发证券首席经济学家、中国首席经济学家论坛理事摘要第一，10月通胀数据延续好转，幅度略高于预期。其中CPI同比0.2%，大致持平于我们模型预测的0.16%；PPI同比-2.1%，高于我们模型预测的-2.37%。按照CPI和PPI分别60%、40%模拟的平减指数为-0.72%，属去年9月份以来（除今年1月春节所在月份）的最高。第二，通胀在整体特征上亦出现好转：（1）食品、非食品、核心月度环比均...
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