泰信基金张安格：下半年债市可能仍将呈现震荡格局

Core Viewpoint - The bond market is expected to remain in a volatile pattern in the second half of the year, influenced by a combination of a loose funding environment and limited downward space for bond yields due to macroeconomic recovery and ongoing policy support [1] Group 1: Market Conditions - The funding environment is anticipated to remain loose, providing good support for the bond market [1] - Macroeconomic conditions are stabilizing and recovering, which limits the potential for bond yield declines [1] Group 2: Market Dynamics - The overall bond market is expected to exhibit a volatile pattern, with trading opportunities arising from event shocks [1] - Anticipated event shocks are not expected to have a significant impact on the market, while unexpected events could influence asset prices [1] - Most events will only affect short-term risk appetite and trading sentiment, rather than determining the long-term trend of asset prices [1]