Shenzhen Judianchengjin Investment Co., Ltd.

Hunan Weide Exchange
｜Hunan Weide Exchange
Commodity Trading Center｜Hunan Weide Exchange
Commodity Trading Center Official Website｜Welcome to Hunan Weide Exchange
Commodity Trading Center Investment Promotion Department｜Hunan Weide Exchange
News and Information｜Hunan Weide Exchange
Free account opening application consultation, crude oil, precious metals, silver, brass, personal agent, company agent, asphalt. Contact Zhang
Liu Xiaobo, a well-known financial commentator, believes that it means two things. First, to allow funds to enter the real economy. Second, the central bank pays more attention to price-based adjustments. The so-called price-based adjustment mainly refers to interest rates. In other words, continuing to lower real interest rates should be the direction of the central bank's efforts. This is actually good for the stock market and property market.
Bond market risk supervision is becoming stricter. Are you wary of bond market risks?
The report also pointed out that it is necessary to accelerate the establishment and improvement of credit risk disposal mechanisms, establish a macro-prudential management framework for the bond market, and strengthen bond market management coordination and cross-departmental regulatory collaboration. Industrial Securities believes that this reflects the central bank’s increased focus on bond market risks. Regarding the macro-prudential management framework for the bond market, in fact, it was implemented at the beginning of this year and already included some of the content. This re-proposition may mean that collaboration with other regulatory authorities will be enhanced to explore new ways to jointly closely monitor bond market risks. measures.
Recently, the bond market has become increasingly risky. In the People's Daily article "Defaults of State-owned Enterprises Should Be Handled According to Market Rules", it was pointed out that if the bond market continues to insist on rigid redemption, the bubble will only get bigger and bigger, and the leverage will get higher and higher. Authoritative people also said that local risks should be released. It is also necessary to release the funds in a timely manner and break the rigid payment, which will help reduce long-term and overall risks.
Jiuzhou Securities said that for the bond market, if the central bank does not further monetary easing, there must be a bottom for the decline in long-term yields. Over-investing in long-term bonds is similar to buying stocks above the point. They are both dangerous games to gain capital gains and beat the drum and pass tricks. You need to be wary of a recurrence of the crash in the bond market

Judging from the experience of various countries, asset price bubbles must be inseparable from excessively loose monetary policies. There are situations where the central bank proactively looses excessively, or there is a large inflow of overseas capital and insufficient hedging by the central bank. As far as China's current situation is concerned, suppressing asset price bubbles means that the central bank cannot release excessive funds, especially when there is already an asset shortage. However, the central bank also revealed a very important sentence in the report
In view of financial deepening and innovative development, we will further improve the regulatory model, strengthen the price-based adjustment and transmission mechanism, and clear the transmission channels of monetary policy to the real economy.
Hunan Weide Exchange
｜Hunan Weide Exchange
Commodity Trading Center｜Hunan Weide Exchange
Commodity Trading Center Official Website｜Welcome to Hunan Weide Exchange
Commodity Trading Center Investment Promotion Department｜Hunan Weide Exchange
News and Information｜Hunan Weide Exchange
Free account opening application consultation, crude oil, precious metals, silver, brass, personal agent , Corporate Agent, Asphalt.
Contact person Zhang