您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[南华期货]:国债:央行提示关注利率风险 - 发现报告

国债:央行提示关注利率风险

2024-08-12南华期货s***
国债:央行提示关注利率风险

10Y10Y2.2% Z0016413gaoxiang@nawaa.com 1. 1.1 T2409105.940.31%TF2409104.4550.19%TS2409102.1940.06%TL2409111.380.29%2.19%6.39bp4.82bp1.57% 10Y 10Y2.2% 1.2 81BOJFOMC8522512% 1BOJFED9 2BOJ/carry trade 3carry tradecarry trade“” 41807Meta77FOMCnormalizing 1.3 77CPI0.5%0.2%CPI0.4%0.6%CPI0.5%CPI0.3%-0.1%PPI-0.8%-0.8%-0.2%-0.2% CPICPICPI02.1pct 3 9%3.3%10pct5%20%CPI0.4%0.2pct3.1%0.6pct PPIPPIPPI 1.4 7cpi 4 1 2... 31-2 2. 10Y24001110CTD72400067YCTD240006IRR4%240006T2409IRR 2.2 10-3010Y / 136310008400 8888 910www.nanhua.net603093