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1 0月1 9日,三季度宏观经济数据出炉,各项数据表现平稳。然而,随着全国范围的房地产调控政策开始实施,后续经济下行压力会否明显增大,成为不少市场人士眼下担忧的问题。受此影响,银行间现券收益率全线下行,10年期国债收益率再度下行3BP至2.67%,创近两个多月以来的低点。展望四季度,整体经济稳中有忧,货币政策维持稳健,同时“资产荒”背景下配置力量仍然较强,多空因素交织和市场谨慎心态双重作用下,四季度债市收益率料延
On January 19, the third quarter macroeconomic data was released, and the data showed steady performance. However, with the implementation of a nationwide real estate control policy, whether the downward pressure on the economy will significantly increase has become a concern for many market participants. Affected by this, the inter-bank bond yields all down, 10-year bond yields down again 3BP 2.67%, the lowest rate in more than two months. Looking forward to the fourth quarter, the overall economy has its own worries and the monetary policy will remain sound. Meanwhile, under the background of “asset shortage”, the allocation power is still strong. Due to the combination of long and short factors and cautious market conditions, the yield of bond market in the fourth quarter Delay