CITIC Securities clearly pointed out that during the last round of moderate easing, the interest rate cut and RRR cut reached 150BP, and the stocks and debts were both bullish at first, and the stocks continued to rise in the later period, and the bonds fell. In 2011, the inflation reached more than 5%, and the economy was overheated. In the latest research report, CITIC Securities pointed out that debt bulls may continue in stages, and both stocks and debts can be expected. From the historical experience, for the bond market, mentioning "moderate easing" does not mean that the bull market is approaching, and the core of the duration of the debt bull lies in the sustainability of the subsequent wide money operation; For the stock market, compared with the expectation of wide money, the stock market deals with the boosting effect of wide money on the real economy, but this feature has been reversed in recent years. Looking forward to the follow-up, this meeting mentioned "strengthening unconventional countercyclical adjustment", which expressed the incremental policy space relatively positively, while the effectiveness of the previous policy tools was still not fully displayed at the data level, and the probability of the rapid exit of the wide currency was still small. Both stock and debt markets may have a strong foundation.After the A-share market opened higher and the bond bull market continued today, what will happen to the stock market and bond market in the future? At present, brokers are generally optimistic about both stocks and debts.After the A-share market opened higher and the bond bull market continued today, what will happen to the stock market and bond market in the future? At present, brokers are generally optimistic about both stocks and debts.
Some latent funds are cashing in well.After the A-share market opened higher and the bond bull market continued today, what will happen to the stock market and bond market in the future? At present, brokers are generally optimistic about both stocks and debts.
What will happen to the stock market and bond market in the future?As for why A-shares go high and low, it may be related to the positive cashing of some hidden funds of A-shares and the seesaw effect of stock bonds.As for why A-shares go high and low, it may be related to the positive cashing of some hidden funds of A-shares and the seesaw effect of stock bonds.
Strategy guide 12-13
Strategy guide
12-13