混频观察面 Mixed-Cadence Signal Board
先用真实发布节奏浏览日频、周频和月频信号,再往下进入统一的预测指标摘要与后续工作面。 Start with the real mixed-cadence release rhythm across daily, weekly, and monthly signals, then move into the unified forecast summary and the rest of the workbench.
日频市场信号 Daily Market Signals
利率与利差信号更新更快,更适合观察当前交易日附近的变化。 Rates and spread signals refresh faster and are best used for observing changes around the current trading window.
周频劳动力信号 Weekly Labor Signals
周度劳动力指标位于日频与月频之间,用来跟踪就业景气的边际变化。 Weekly labor indicators sit between daily and monthly series and help track marginal changes in employment conditions.
月频宏观基本面 Monthly Macro Fundamentals
通胀、就业与工业生产等基本面指标按月发布,因此天然比日频和周频序列更滞后。 Inflation, labor, and production fundamentals are released monthly and therefore naturally lag daily and weekly series.
预测指标摘要 Forecast Indicator Summary
在混频信号之后,用统一的指标摘要查看当前使用值、下一步预测与官方发布状态。 After the mixed-cadence surface, use this summary to scan current readings, next-step forecasts, and official release status in one place.
这一层将公开指标统一到当前决策月,便于月度资产配置与投委会式阅读;下方混频观察面继续保留真实发布节奏与领先/滞后关系。 This layer normalizes public indicators to the current decision month for allocation and committee-style reading, while the mixed-cadence surface below preserves real release rhythm and lead-lag relationships.
| 指标 Indicator | 本期使用值 Current cycle | 下一月预测 Next monthly view | 来源频率 / 观测 Source cadence / Observation | 官方发布 Official release | 状态 Status |
|---|---|---|---|---|---|
| 核心PCE物价指数 Core PCE Price Index PCEPILFE | 3.06 同比 Year over year | 128.24 目标 2026-01-01 Target 2026-01-01 | 月频 Monthly 观测 2026-01-01 Observed 2026-01-01 | 2026-02-27 按官方节奏 Official cadence | 按官方节奏待发布 Awaiting scheduled release 当前决策月内尚无新正式值,但这符合该指标的正常发布时间。 No new official value has been released in the current decision month yet, which is normal for this indicator. |
| 非农就业人数 Nonfarm Payrolls PAYEMS | 0 同比 Year over year | 158,603 目标 2026-03-01 Target 2026-03-01 | 月频 Monthly 观测 2026-03-01 Observed 2026-03-01 | 2026-04-03 按官方节奏 Official cadence | 已更新 Updated 本决策月内已有新的正式信息进入站点。 A new official release has entered the site during the current decision month. |
| 工业生产 Industrial Production INDPRO | 1.44 同比 Year over year | 102.59 目标 2026-02-01 Target 2026-02-01 | 月频 Monthly 观测 2026-02-01 Observed 2026-02-01 | 2026-03-16 按官方节奏 Official cadence | 按官方节奏待发布 Awaiting scheduled release 当前决策月内尚无新正式值,但这符合该指标的正常发布时间。 No new official value has been released in the current decision month yet, which is normal for this indicator. |
| 202,000 水平 Level | 285,219 目标 2026-04-28 Target 2026-04-28 | 周频 Weekly 观测 2026-03-28 Observed 2026-03-28 | 2026-04-02 按官方节奏 Official cadence | 已更新 Updated 本决策月内已有新的正式信息进入站点。 A new official release has entered the site during the current decision month. | |
| 4.35% 水平 Level | 4.35% 目标 2026-05-01 Target 2026-05-01 | 日频 Daily 观测 2026-04-03 Observed 2026-04-03 | 2026-04-03 按官方节奏 Official cadence | 已更新 Updated 本决策月内已有新的正式信息进入站点。 A new official release has entered the site during the current decision month. | |
| 3.84% 水平 Level | 3.84% 目标 2026-05-01 Target 2026-05-01 | 日频 Daily 观测 2026-04-03 Observed 2026-04-03 | 2026-04-03 按官方节奏 Official cadence | 已更新 Updated 本决策月内已有新的正式信息进入站点。 A new official release has entered the site during the current decision month. | |
| 0.50% 水平 Level | 0.50% 目标 2026-05-01 Target 2026-05-01 | 日频 Daily 观测 2026-04-06 Observed 2026-04-06 | 2026-04-06 按官方节奏 Official cadence | 已更新 Updated 本决策月内已有新的正式信息进入站点。 A new official release has entered the site during the current decision month. |
终端矩阵 Surface Matrix
先把公开工作面的宽度露出来,再进入具体的混频观察与深读终端。 Make the platform breadth visible first, then move into mixed-cadence monitoring and deep-read terminals.
宏观总览终端 Macro Overview Terminal
适合从统一判断切到分频深读。 Best for moving from a unified view into cadence-based deep reading.
进入工作面 Open Surface利率与曲线 Rates & Curve
适合跟踪利率环境与曲线信号。 Best for following the rates regime and curve signals.
进入工作面 Open Surface劳动力与就业 Labor & Employment
适合观察就业的拐点与确认过程。 Best for spotting labor turning points and confirmation signals.
进入工作面 Open Surface增长与通胀 Growth & Inflation
适合月度资产配置与基本面跟踪。 Best for monthly allocation and fundamentals tracking.
进入工作面 Open Surface本次更新 This Cycle
本次更新有 5 个公开指标进入当前决策月,其余指标仍按各自官方节奏等待发布。 5 published indicators entered the current decision month in this release; the rest are still waiting on their official cadence.
更新流 Update Stream
用站点刷新、指标更新、研究发布和下一次官方发布时间,建立持续跟踪的节奏感。 Blend site refreshes, indicator updates, research releases, and the next official release into a visible monitoring rhythm.
本次公开站点已完成刷新 The public site has been refreshed
非农就业人数 已进入本决策月 Nonfarm Payrolls is now in the current decision month
初请失业金人数 已进入本决策月 Initial Jobless Claims is now in the current decision month
10年期美债收益率 已进入本决策月 10Y Treasury Yield is now in the current decision month
2026年4月月度配置简报 Apr 2026 monthly brief
发布时间预览 Release Calendar Preview
提前看到各指标的下一次官方发布时间,让站点具备持续跟踪的工作台感。 Preview the next official release dates so the site feels like a live working surface rather than a static page.
| 指标 Indicator | 频率 Cadence | 最近一次正式发布 Latest official release | 下一次正式发布 Next official release | 当前状态 Current status |
|---|---|---|---|---|
| 日频 Daily | 2026-04-03 | 2026-04-07 | 已更新 Updated 本决策月内已有新的正式信息进入站点。 A new official release has entered the site during the current decision month. | |
| 日频 Daily | 2026-04-03 | 2026-04-07 | 已更新 Updated 本决策月内已有新的正式信息进入站点。 A new official release has entered the site during the current decision month. | |
| 日频 Daily | 2026-04-06 | 2026-04-07 | 已更新 Updated 本决策月内已有新的正式信息进入站点。 A new official release has entered the site during the current decision month. | |
| 周频 Weekly | 2026-04-02 | 2026-04-09 | 已更新 Updated 本决策月内已有新的正式信息进入站点。 A new official release has entered the site during the current decision month. |
研究更新 Research Updates
首页研究区同时呈现人工主研究、月度简报和最新指标更新,让平台既有主题判断也有持续节奏感。 The homepage research surface combines anchor research, a monthly brief, and the latest indicator updates so the platform carries both thematic conviction and release rhythm.
首页研究区固定呈现 1 条主研究、1 条当月简报和最新的指标更新摘要,用来把结构化判断和持续更新感放在同一个入口层。 The homepage research surface keeps one anchor, one current-month brief, and the latest signal notes in view so structural conviction and update cadence stay visible in one entry layer.
七个公开信号如何拼成同一张周期记分卡 How the seven public signals fit into one cycle scorecard
2026年4月月度配置简报 Apr 2026 monthly brief
10Y-2Y美债利差 发布摘要 10Y-2Y Treasury Spread release note
10年期美债收益率 发布摘要 10Y Treasury Yield release note
2年期美债收益率 发布摘要 2Y Treasury Yield release note
非农就业人数 发布摘要 Nonfarm Payrolls release note
方法与边界 Method & Boundary
公开页面保留必要的方法透明度,进一步的维护细节下沉到系统说明页。 Public pages keep the necessary method transparency, while deeper maintenance details live in the System Guide.