digital currency blockchain, Reviews

2024-12-13 05:52:26

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?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.Don't think that shipping is a bad word. If you don't speed up the shipment, you can't follow the trend without pulling the board. You have worked hard for one year, waiting for the event-driven east wind, and the fire will burn quickly. This is the enjoyment of "tulip bubble"


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 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 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.If so, you can take good care of your stock assets, because the acceleration of real estate can't be sustained with the acceleration of debt conversion, especially the change in the statistical caliber of social finance is slowly repairing everyone's confidence. The next step is cpi re-transmission, and then the whole economic model is revitalized, which is the most important pawn at the moment, and liquidity has fallen. In the follow-up, whether it is the development of traditional infrastructure, the development of new infrastructure, the commercialization of land transfer, and the re-emergence of assets to make money, this hurdle has passed, and everyone must have this confidence.

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