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The yield on certificates of deposit and government bonds continues to be inverted, and under the ahead issuance of replacement bonds, the funding gap in February may reach 700 billion.
From the perspective of price comparison, current time deposits are inverted compared to the 10-year government bonds, still offering a high value for allocation.
The co-chief investment officer of Bridgewater expects that the US dollar still has room to rise, and the Chinese bond market is a good diversification investment tool.
Karen Karniol-Tambour stated during the World Economic Forum in Davos that there is further room for the dollar to rise, and the yen is her second favorite MMF. Holding China Bonds remains a very good way to diversify risk in investments.
Private placement Bonds make a "counterattack": last year's highest yield rate exceeded 260%.
There are no bad strategies, only poor operations.
After the meeting and issuing fines, the central bank has further tightened its control over the bond market, suspending the Buy of government bonds to stabilize expectations. It is expected that the probability of a reserve requirement rate cut will incr
① This means that after multiple warnings about risks and issuing penalties for violations in the bond market, the central bank has intensified its regulatory efforts, curbing the "run-up" momentum in the bond market and stabilizing market expectations. ② After the central bank's suspension of buying actions, the yield on 10-year government bonds may significantly rise in the short term, and the probability of a reduction in the reserve requirement ratio in the first quarter is also increasing.
The central bank has decided to temporarily suspend the Buy of government bonds in the open market.
In view of the recent continuous supply shortage in the government bond market, the People's Bank of China has decided to suspend the buying operations of government bonds in the open market starting January 2025, and will resume operations at an appropriate time based on the supply and demand conditions in the government bond market.
The best-performing major Assets in 2024 will be: Bitcoin, Gold, US stocks, and Chinese long-term bonds.
Huatai Fixed Income states that the leading Assets in 2024 will include Bitcoin, Gold, US stocks, and China long-term bonds, while lagging Assets will include domestic Commodities, Euros, and Crude Oil Product. From the perspective of the Industry and individual stocks, the leading Assets are backed by long-term trends such as changes in the AI Technology Industry Chain, China's emotional Consumer chain, and safe-haven Assets in an uncertain environment.