Group 1 - The core viewpoint of the articles suggests that the bond market's recent pullback is primarily driven by changes in expectations rather than actual improvements in economic data, indicating that if expectations are fully priced in, interest rates may have peaked in the short term [1] Group 2 - The bond market is showing signs of recovery, with the 10-year and 30-year government bond yields decreasing by 1.9 basis points and 3.15 basis points respectively, indicating a potential stabilization in market sentiment [3] - The sentiment in the bond market is reflected in the performance of government bond futures, which experienced fluctuations but ultimately closed slightly higher at 108.00 [2] - The insurance sector is expected to increase its allocation to local and long-term bonds, suggesting a shift in investment strategy towards absolute returns as the market stabilizes [1]
机构称债市回调到位观察三个特征,平安公司债ETF回撤稳定备受关注
Sou Hu Cai Jing·2025-08-22 05:27