macro-data-brief

Generate Markdown briefs comparing China macroeconomic indicators with market expectations.

580|66|Updated Apr 21, 2025

Search Tags:#investment research #market impact #macro data #structured markdown #policy transmission #equity and bond #expectation vs actual

Ready to run

npx skills add https://github.com/aliyun/qwen-dianjin --skill macro-data-brief

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: macro-data-brief
Source: https://github.com/aliyun/qwen-dianjin/tree/main/DianJin-SKILLS/investment-researcher/macro-data-brief
Command: npx skills add https://github.com/aliyun/qwen-dianjin --skill macro-data-brief

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

宏观经济数据解读往往需要同时抓取最新数据、对比市场预期、提炼政策含义并评估对股市与债市的传导影响，但这些工作耗时且信息链条复杂；该技能把“最新宏观数据+预期偏差+政策逻辑+市场影响”整合成可直接阅读的结构化简报。

Core Features & Use Cases

自动抓取核心宏观数据：优先获取中国关键指标（如 PMI、CPI、PPI、社融、M2、进出口、工业增加值、固定资产投资、社零等），覆盖当日或最新发布场景。
预期偏差与含义解读：对比实际值与市场共识/预期值（含缺失与不确定性处理思路），分析数据背后的经济运行状态与趋势信号。
政策传导与资产影响评估：结合政策会议、官员讲话、法规信息与宏观/市场舆情，形成对货币政策与财政政策取向的展望，并评估对股市与债市的即时影响（利好/利空/中性、受益/受损板块、利率与信用利差方向等）。
结构化Markdown输出：按标准模板生成“核心数据概览—解读与偏差分析—政策影响—市场影响—结论与投资启示”的投研简报，便于快速复盘与分享。

Quick Start

使用该技能生成“今日宏观数据解读”并要求输出结构化Markdown简报。

Frequently Asked Questions about macro-data-brief

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

FAQPage Schema

How do I generate a macro data interpretation brief for China economic indicators?▼

To generate a macro data interpretation brief, retrieve the latest China key indicators like PMI, CPI, and M2, compare actual values against market expectations, and output a structured Markdown report covering policy transmission and equity/bond market impact.

What is the best way to assess macro data market impact on equities and bonds?▼

Assessing macro data market impact requires comparing actual economic indicator releases with market consensus, analyzing policy meeting transcripts and official speeches, then evaluating the directional effects on equity sectors, interest rates, and credit spreads.

How do I compare actual macro data with market expectations for investment research?▼

Comparing actual macro data with market expectations involves fetching the latest indicator values and consensus estimates, identifying expectation deviations, and interpreting the economic trend signals for investment research and asset allocation decisions.

Can I use this macro data skill for same-day PMI or CPI release commentary?▼

Yes, you can use this macro data skill for same-day PMI or CPI release commentary. It prioritizes fetching the latest published indicators and applies expectation vs actual analysis specifically for same-day or latest release scenarios.

How does policy transmission analysis work for China macro morning notes?▼

Policy transmission analysis for China macro morning notes works by combining policy meetings, official speeches, and macro news to project monetary and fiscal policy orientations, then mapping these policy directions to immediate equity and bond market impacts.