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十一假期即将到来,银行间市场资金面整体仍较宽松,显示出各大机构对于国庆节资金备付需求信心充足。基于经济基本面、外汇占款回升趋势等判断,各方对债市未来一段时间走势抱乐观态度。美联储意外继续维持量化宽松(QE)政策不变,提供的流动性支持将对债市形成支撑,对中国债市带来短期利好。但也应看到,维持量化宽松会吸引更多资金流向股票市场和近期势头强劲的美国国债市场。更重要的是,QE不变的情况下,今年四季度国内基本面通胀压力将进一步加大,长期来
The upcoming 11 holidays, the overall inter-bank capital market is still relatively loose surface, showing that major agencies have confidence in the National Day of preparation for the demand for funds. Based on the economic fundamentals and the trend of rising foreign exchange reserves, all parties are optimistic about the future trend of the bond market. The Fed unexpectedly continued its policy of quantitative easing (QE) unchanged, providing liquidity support to support the bond market and bring short-term good to the Chinese bond market. However, it should also be noted that maintaining quantitative easing will attract more capital to the stock market and the recent strong U.S. Treasury bond market. More importantly, QE unchanged circumstances, the fourth quarter of this year, domestic fundamentals inflationary pressure will be further increased in the long term