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global-macro-linkage

Generate overseas-to-China macro linkage briefings from US indicators via gildata-aidata tools.

580|66|Updated Apr 21, 2025
Search Tags:#scenario analysis#Fed policy#capital flows#global macro#FX transmission#equity & bond strategy#structured briefing
One-click install
npx skills add https://github.com/aliyun/qwen-dianjin --skill global-macro-linkage
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: global-macro-linkage
Source: https://github.com/aliyun/qwen-dianjin/tree/main/DianJin-SKILLS/investment-researcher/global-macro-linkage
Command: npx skills add https://github.com/aliyun/qwen-dianjin --skill global-macro-linkage

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

海外宏观数据与政策变动难以快速转化为对中国经济与资本市场的可执行判断，本技能把美联储与美国经济等关键信号，系统性拆解其通过汇率、贸易、情绪与通胀等渠道对国内与资产价格的传导路径，形成可直接使用的结构化联动简报。

Core Features & Use Cases

  • Overseas-to-China transmission analysis：围绕利率-汇率、贸易-产业链、情绪-资金、通胀输入四大渠道，给出联动逻辑与关键指标支撑，帮助你理解“海外变化如何落到A股/债市/汇率”的机制。
  • Automated data-driven briefing：优先接入 gildata-aidata 统一获取海外/国内宏观、政策与舆情、资金流向与行情等数据，必要时用 web_search 补充海外政策与地缘突发信息，并输出结构化 Markdown 报告。
  • Scenario simulation & strategy suggestions：提供软着陆/硬着陆/再通胀等情景推演与概率化表格，并延伸到股票、债券、汇率的策略建议与风险提示，适合研究与投研日常复盘。

Quick Start

Ask the AI: "Generate a global-macro linkage briefing based on the latest US Fed and US macro data, and explain the likely transmission to China’s rates, FX, and A-share/sovereign bond market under scenarios (soft landing, hard landing, re-acceleration inflation)."

Frequently Asked Questions about global-macro-linkage

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze global macro transmission channels for China's capital markets?▼

Global macro transmission analysis maps US policy and economic shifts into China's markets via rate-FX, trade, sentiment, and inflation channels. This Skill generates structured briefings translating overseas signals into domestic rate, FX, and equity strategies.

How does Fed policy affect A-shares and domestic sovereign bonds?▼

Fed policy affects A-shares and sovereign bonds by altering cross-market capital flows and rate spreads. This Skill explains the transmission mechanism through four structured channels and provides scenario simulations for asset price impacts.

Can I generate a scenario simulation briefing for US economic hard landing versus soft landing?▼

Yes, you can generate scenario simulation briefings for soft landing, hard landing, and re-acceleration inflation scenarios. The Skill produces probability-based tables and extends them into equity, bond, and FX strategy recommendations.

What is the best way to track cross-market capital flows and their impact on domestic asset prices?▼

Tracking cross-market capital flows requires prioritized retrieval of HSGTTradeStats and StockMarketCapitalFlow data. This Skill automates that data retrieval to produce structured Markdown briefings explaining the transmission into domestic asset prices.

Does this macro linkage analysis require specific data sources for policy and economic indicators?▼

Yes, macro linkage analysis prioritizes gildata-aidata tools like MacroIndustryEDB, PolicyMeetingsList, and OfficialSpeechEventList for data retrieval. It uses web_search as a supplemental source for overseas policy and geopolitical events.

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