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.On Friday afternoon, I don't know if everyone went in to rush to play positions. In fact, for institutions, the positive line on Friday is actually not linked. Why do you say that?On Friday afternoon, I don't know if everyone went in to rush to play positions. In fact, for institutions, the positive line on Friday is actually not linked. Why do you say that?
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?Concentrate on doing big things while deploying the market. When the normal operation of the economy is in the inflation range, the market has higher strength and efficiency in resource allocation, then the market has the final say. When it is in the shrinking range, the market deployment fails, such as our current long-term debt, so it is driven by policies. We must know that next year is the last year of the 14 th Five-Year Plan to solve the debt. We must know the buyout reverse repurchase operation of 800 billion yuan some time ago, unlessOn the other hand, we look at the "dual track system" separately from the currency. Recently, there is a message that I don't know if you have paid attention to it, that is, the place.
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.On the other hand, we look at the "dual track system" separately from the currency. Recently, there is a message that I don't know if you have paid attention to it, that is, the place.It is understood that there will be no big risk on our exchange rate side at the moment, and the stock market will not be as pessimistic as everyone thinks, and there are enough bullets.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13