国债：留一分警惕

Z0016413gaoxiang@nawaa.com 1. 1.1 T2409104.740.08%TF2409103.6150.02%TS2409101.8060.02%TL2409107.90.81%2.26%2.7bp0.94bp1.77% 1.2 “Hawkish rate cut” 1.2.16FOMC 1QT Taper1-2Fed Watch1.61.82 2ADPCPI8:30CPI 3PCEFEDhawkish cut rate 48:30CPICPICPICPI-12bpFOMC 1.3 5 1.3.1 5CPI0.3%0.3%CPI0.6%0.7%CPI-0.1%CPI-0.2%0.2%PPI-1.4%-2.5%0.2%-0.2% 1CPICPI0.1pct5CPICPICPI 2PPI1.1pct2023 5 6CPIPPI10PPI455PPI 3 1.3.25 58.4%8.3%20692-72081573349M1-4.2%-1.4%M27%7.2% 154M1M1500020246 146A 267007573000110012003100 4 3M1M14M1M17 45610Y30Y6MLFMLF614350502.53%5.381.03 1.4 614 5 2. 2.1 2.2 / 136310008400 8888 910www.nanhua.net603093