Core Viewpoint - The article discusses the expectations of "year-end rush and dual rate cuts" in the bond market, analyzing recent market feedback and effective strategies for bond investment [2] Group 1: Market Expectations - There is an anticipation of a year-end rush in the bond market, driven by liquidity needs and investment strategies [2] - The expectation of dual rate cuts by the central bank is influencing market sentiment and investment decisions [2] Group 2: Market Strategies - Effective strategies for navigating the bond market include focusing on high-quality bonds and diversifying across different maturities [2] - The article suggests that investors should be prepared for potential volatility and adjust their portfolios accordingly [2]
【申万固收】“年末抢跑+双降“预期及债市有效策略的探讨——近期市场反馈及思考7
申万宏源证券上海北京西路营业部·2025-11-06 02:58