Jinshi data January 2nd news, CICC research report believes that the Politburo meeting after 15 years mentioned "moderate easing" para politikası, the market interest rate cut expectations heated up, explaining about 80% of the decline in the 10-year government bond yield since early December. From the perspective of the financial cycle at the current point in time, the necessity of interest rate cuts is still significant. From a historical experience, before the change in monetary tone, para politikası has often already changed towards the new tone, and the follow-up is mainly to continue to increase in this direction. The current government bond Faiz Oranı has already priced in the expectation of interest rate cuts to a considerable extent, and the future market Faiz Oranı trend will short-term follow the pace of para politikası easing, the impact of public offering funds kar elde etmek, and the possibility of pre-issuance of government bonds, and then follow the effectiveness of fiscal stimulus to boost prices.
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June
· 01-02 00:04
Hepsi içeride All in 🙌Hepsi içeride All in 🙌Hepsi içeride All in 🙌Hepsi içeride All in 🙌Hepsi içeride All in 🙌Hepsi içeride All in 🙌
中金: Mevcut devlet tahvili Faiz Oranı indirim beklentisi zaten oldukça fiyatlanmış durumda
Jinshi data January 2nd news, CICC research report believes that the Politburo meeting after 15 years mentioned "moderate easing" para politikası, the market interest rate cut expectations heated up, explaining about 80% of the decline in the 10-year government bond yield since early December. From the perspective of the financial cycle at the current point in time, the necessity of interest rate cuts is still significant. From a historical experience, before the change in monetary tone, para politikası has often already changed towards the new tone, and the follow-up is mainly to continue to increase in this direction. The current government bond Faiz Oranı has already priced in the expectation of interest rate cuts to a considerable extent, and the future market Faiz Oranı trend will short-term follow the pace of para politikası easing, the impact of public offering funds kar elde etmek, and the possibility of pre-issuance of government bonds, and then follow the effectiveness of fiscal stimulus to boost prices.