卡塔尔股票指数 (QE) 加自选

在美联储实施25个基点的降息后，卡塔尔央行于2024年11月将贷款利率下调30个基点至5.40%。此外，央行将存款利率和回购利率分别下调30个基点至4.90%和5.15%。由于卡塔尔里亚尔盯住美元，卡塔尔的货币政策总体上反映了美联储的行动。

The Qatar Central Bank reduced its lending rate by 30 basis points to 5.40% in November 2024, after the US Federal Reserve implemented a 25 basis point rate cut. Additionally, the central bank lowered the deposit rate and repo rate by 30 basis points to 4.90% and 5.15%, respectively. Qatar’s monetary policy generally mirrors the Fed’s actions due to the Qatari riyal's peg to the US dollar.

2024年10月，卡塔尔金融中心采购经理人指数从9月的51.7升至52.8，表明非能源私营部门增长强劲，超过了52.3的长期平均水平。这一增长是由新业务流入的更快增长推动的，这得益于成功的营销、服务改进和人口增长。积压的工作也以2022年6月以来的最快速度增长，促使公司扩大人员配置水平，特别是在服务业，从而带来了创纪录的就业增长。工资通胀仍接近9月份的高点，因为公司提高了工资以留住熟练员工，这导致了自2020年7月以来最大的成本压力。然而，由于市场竞争，商品和服务价格连续第三个月下降。受市场状况改善、房地产投资和旅游业的预期提振，未来12个月的商业信心很高。

Qatar's Financial Centre PMI rose to 52.8 in October 2024, up from 51.7 in September, indicating stronger growth in the non-energy private sector and surpassing the long-term average of 52.3. The increase was driven by a faster rise in new business inflows, supported by successful marketing, service improvements, and population growth. Backlogs also grew at the quickest rate since June 2022, prompting companies to expand staffing levels, especially in services, leading to record employment growth. Wage inflation remained near September’s high as firms raised salaries to retain skilled staff, contributing to the strongest cost pressures since July 2020. However, prices charged for goods and services declined for the third month due to market competition. Business confidence for the next 12 months was high, buoyed by expectations for improved market conditions, real estate investments, and tourism.

2024年9月，卡塔尔的年通货膨胀率从上个月的1.15%降至0.82%。运输价格下跌（-0.3%对2024年8月的1%），食品和饮料价格进一步下跌（-3.3%对-0.9%），住房和公用事业价格下跌（-4.2%对-3.7%），服装和鞋类价格下跌（-1.3%对-1.2%）。相比之下，娱乐和文化成本有所上升（12.6%对10.7%）。在8月份上涨0.34%之后，消费者价格指数每月上涨0.33%。

The annual inflation rate in Qatar fell to 0.82% in September 2024, from 1.15% in the previous month. Prices fell for transport (-0.3% vs 1% in August 2024) and declined further for food & beverages (-3.3% vs. -0.9%), housing & utilities (-4.2% vs. -3.7%) and clothing & footwear (-1.3% vs. -1.2%). In contrast, recreation & culture costs picked up (12.6% vs. 10.7%). On a monthly basis, consumer prices increased by 0.33%, following a 0.34% rise in August.

2024年9月，卡塔尔金融中心采购经理人指数从上个月的53.1降至51.7，但仍显示扩张。就业部门对这一增长做出了重大贡献，非能源私营部门的劳动力以有史以来最快的速度增长，超过了2019年1月的上一个峰值。然而，对员工需求的增加导致了工资压力的增加，员工成本指数达到了59.4的新高。投入价格通胀也加剧，达到2020年7月以来的最快速度，尽管商品和服务价格以2019年1月以来的最高速度下跌。与此同时，整体商业活动疲软，主要是由于建筑业放缓。相比之下，制造业、服务业和批发零售业经历了增长。最后，在对商品和服务的持续需求的推动下，对经济前景的信心增强，导致未完成业务的进一步积累。

Qatar’s Financial Centre PMI fell to 51.7 in September 2024 from 53.1 in the previous month, yet still indicated expansion. The employment sector significantly contributed to this growth, with the non-energy private sector workforce expanding at its fastest rate on record, surpassing the previous peak from January 2019. However, rising demand for staff resulted in heightened wage pressures, with the Staff Costs Index reaching a new high of 59.4. Input price inflation also intensified, reaching its fastest pace since July 2020, although prices for goods and services fell at the quickest rate since January 2019. Meanwhile, overall business activity softened, mainly due to a slowdown in the construction sector. In contrast, the manufacturing, services, and wholesale & retail sectors experienced growth. Finally, confidence in the economic outlook strengthened, driven by ongoing demand for goods and services, resulting in a further build-up of outstanding business.