prediction
Overall, the long-term trend of the bond market is relatively strong, but the pace of phased increases may slow, making range-bound, box-range movements more likely, with pullback opportunities and lower cost-effectiveness of chasing highs.
A prediction by 付裕. Statements are as reported by the cited publishers — not verified by DecisionGateway.
总体来看,债市长期趋势较强,但阶段性上涨速率可能会放缓,更容易产生区间震荡、箱体运行的走势,有回调机会,追高性价比下降。
Related claims
From a valuation and crowding trading perspective, long-end bond yields are already at historical lows and duration is crowded, meaning the risk-reward ratio has declined; once there is a negative disturbance, volatility will significantly amplify.付裕 · statementFor today's session, slight declines are likely; bonds and value sectors will act as a refuge while uncertainty persists.SESIÓN · predictionFrench bond prices have already fully priced in some pessimistic scenarios and offer a value investing opportunity.穆迪 · predictionThe credit strategist team led by Ning Luo said many bond issuers can absorb higher debt costs, but sovereign governments with high deficits and large shares of short-term debt, as well as highly leveraged companies, will face the greatest pressure.信贷策略师团队 · statementOn the market portion of the debt the rate rose to 3.57%; long- and medium-term debt is still fairly cheap at 3.4-3.5% per annum versus market rates of 4.8-5.3%, and inertial growth here will continue for a long time since paper with rates averaging up to 2.5% per annum is being redeemed.truecon · predictionTerm Money, Triparty Repo, Market Repo and Repo in Corporate Bond in the term segment all recorded zero volume.bank_nbfc_fintech · statement
More claims by 付裕
From a valuation and crowding trading perspective, long-end bond yields are already at historical lows and duration is crowded, meaning the risk-reward ratio has declined; once there is a negative disturbance, volatility will significantly amplify.statementThe fund's return sources include local government bond coupon income, duration trading in interest rate bonds, leverage carry contribution, and other yield curve opportunity trades.statement
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