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在经历了2009年一季度的市场洗礼后,沿着2008年下半年以来的债券市场多头思维正在逐渐改变,特别是一季度连续三个月份宏观经济基本面的变化更是加剧了债券市场的空头气氛,当确认了经济回暖出现了连续性后,市场利率不得不对现实做出妥协,尽管资金推动的预期依然存在。一、2009年3月份债券市场各类利率指标一览3月份的债券市场整体依然延续了前期的弱势
After experiencing a market baptism in the first quarter of 2009, long bond market bulls’ thinking along the second half of 2008 is gradually changing. In particular, the macroeconomic fundamentals of three consecutive months in the first quarter have exacerbated the shortfall in the bond market After confirming the continuity of economic rebound, the market interest rate had to compromise with reality, though the expectation of capital promotion still existed. First, in March 2009 all kinds of bond market indicators of interest rates March bond market as a whole still continued the weak previous