Let's talk about the macro, the first is economic transformation, the second is the speed of our debt conversion and an obvious progress, and the other is the increase of gold holdings and our long-term debt and confidence in economic recovery.So for next week, since it's super week, we'd better respect it, such as lowering positions, unloading leverage, meetings, and our cpi. This expectation can all go to 0.5, and the cpi of America is expected to go to 2.7. If these two important data are added to a meeting, the capital market will fluctuate violently, and there will be two turning points of re-inflation. Here's a data, remember what we said a long time ago.So for next week, since it's super week, we'd better respect it, such as lowering positions, unloading leverage, meetings, and our cpi. This expectation can all go to 0.5, and the cpi of America is expected to go to 2.7. If these two important data are added to a meeting, the capital market will fluctuate violently, and there will be two turning points of re-inflation. Here's a data, remember what we said a long time ago.
Here, everyone who has read history should know that there is an old saying called "the power is not lower than the county, the county is the only clan, and the gentry is built by ethics". Let's retranslate this sentence and put it down. The decentralization of local debt approval is accelerating the process of debt conversion. You can understand that the major policies have been set and can be implemented, and the approval criticized by everyone is directly cut off. We must quickly complete the debt conversion and the county is the only clan.Let's talk about the macro, the first is economic transformation, the second is the speed of our debt conversion and an obvious progress, and the other is the increase of gold holdings and our long-term debt and confidence in economic recovery.One son will be fully revitalized.
It is necessary to adjust the interest rate of 10/30 bonds in the future. The yield of the anchor 10-year government bonds priced by capital assets fell below 2%. Remember the spread between stocks and bonds we talked about? This is a good phenomenon. Before, A shares were not anchored by this anchor, which also confirmed that the initial intention of this round of "bull market" was the re-pricing of RMB assets. This 2% is equivalent to a calm lake. Real estate, stocks and other assets are all canoes above, but you can see that the stock market is declining, so there is bound to be a factor accelerating. Is real estate?Let's talk about the macro, the first is economic transformation, the second is the speed of our debt conversion and an obvious progress, and the other is the increase of gold holdings and our long-term debt and confidence in economic recovery.Then the difference of this bull market is that it is no longer resonated by external factors, or internal and external factors. This round of our excess stock savings has already seen its power after 924, which is only slightly loose.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13