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The global sovereign bond market is facing turbulent times, prompting savvy investors to take action. Recently, the global sovereign bond market has been under pressure. The U.S. government has been shut down for over 20 days, resulting in a daily economic loss of up to $15 billion; France's credit rating has been downgraded, with the 10-year government bond yield surpassing that of Greece; and Japan, under new Prime Minister Kobayashi Sanae, plans to substantially increase bond issuance. The sovereign debt of the U.S., Europe, and Japan is dragging each other down, creating a potential "super debt storm." In contrast, gold prices have soared, breaking through the $4,300 mark, with a year-to-date increase of over 60%. This intense risk aversion indicates that investors are extremely cautious about the global market, leading them to increase their holdings in gold to hedge against the risks of declines in the U.S. dollar, U.S. stocks, and U.S. bonds.

01 Risk Accumulation: A "Perfect Storm" in U.S., Europe, and Japan Bond Markets The prolonged shutdown of the U.S. government has become one of the biggest uncertainties in the bond market. The Republican and Democratic parties have failed to reach a consensus on fiscal appropriations, and the longer the government remains closed, the greater the negative impact on the economy. The yield on 30-year U.S. Treasury bonds stands high at 4.5%, and the Federal Reserve's rate cuts provide no support. A renewed European debt crisis is looming. France's political situation is chaotic, with the Prime Minister resigning less than a month into office, heightening the risk of a debt crisis. Currently, the French government's debt amounts to €3.35 trillion, representing 116% of its GDP, making it one of the countries with the highest debt levels in the Eurozone. Even more concerning is that the yield on France's 10-year government bonds has risen to 3.57%, exceeding Greece's equivalent of 3.446%, clearly indicating a lack of investor confidence in French bonds. Similarly, Japan's bond market is experiencing severe sell-offs. The yield on 20-year Japanese government bonds recently hit a peak of 2.73%, the highest since August 1999. With Prime Minister Kobayashi Sanae supporting expansionary fiscal policies, further bond issuance is expected to stimulate the economy, likely exacerbating the downward trend in Japanese bonds.

02 Capital Movement: Risk Aversion Drives Gold Frenzy Amid the high risks in the global bond market, a historic frenzy is occurring in the gold market. Goldman Sachs has raised its gold price forecast for the end of next year from $4,300 to $4,900, bullish on the future price increases. Ken Griffin, founder of the well-known hedge fund Citadel, openly states that investors now view gold assets as safer than the U.S. dollar, a concerning development. Deutsche Bank's report highlights that gold's proportion in global foreign exchange reserves has risen to 30%, while the U.S. dollar's share has dropped from 43% to 40%. If gold were to match the dollar, its price would need to rise to $5,790. The frenzied purchase of gold reflects investors' widespread distrust in mainstream currencies and sovereign debt. This sentiment is spreading globally, impacting the price movements of various assets.

03 Information Tool: First Insight into the Global Bond Market In such a complex and rapidly changing market environment, investors urgently need a tool that provides real-time quotes, in-depth analysis, and a global perspective. The SINA Finance APP was designed for this purpose, becoming the platform of choice for many professional investors. The SINA Finance APP excels in global market coverage, providing real-time access to over 40 financial markets, including A-shares, Hong Kong stocks, U.S. stocks, futures, foreign exchange, and precious metals, achieving millisecond-level updates and zero-delay decision-making. Its unique "Capital Flow System" accurately tracks northbound capital movements, while the "Basis Insight" module automatically generates arbitrage hedging plans for futures investors. Importantly, the SINA Finance APP offers interpretations in Chinese of critical events such as Federal Reserve decisions and domestic rate cuts, leading the industry by 5-10 seconds, along with differential impact analysis on bank stocks and government bond futures. The built-in "Xina AI Assistant," registered under Beijing's generative AI services, can condense a 5,000-word annual report into a 300-word core summary, highlighting risk and opportunity points using red and green indicators.

04 Intelligent Tools: A Professional Backbone for Bond Market Investments In addition to market data and information, the SINA Finance APP provides a suite of advanced analytical tools to help investors seize opportunities in the complex bond market. Its "Futures and Spot Arbitrage Radar" monitors basis changes in real time, automatically filtering risk-free arbitrage opportunities with annualized yields exceeding 8%; the "Volatility Heatmap" combines the VIX index with historical percentiles to timely indicate risk levels. The "Main Force Intent Decoding" feature helps users discern the movements of large funds from top institutions like CITIC based on holdings and position changes. For bond market investors, the SINA Finance APP offers professional tools such as bond duration calculators and yield curve analysis to help users better assess bond risks and opportunities.

05 Global Vision: Navigating Through Fragmented Markets Today's global trade landscape is undergoing significant changes, reshaping the global economic map before our eyes. In this context, a single market perspective is no longer sufficient to cope with the rapidly changing environment. The SINA Finance APP supports "multi-market linked monitoring," allowing users to view trends in U.S. consumer sectors and Hong Kong liquor stocks while examining Guizhou Moutai. The seamless coordination between mobile and desktop platforms for self-selected stocks allows investors to maintain market oversight around the clock. As the U.S., European, and Japanese bond markets simultaneously decline, alarm bells are ringing, with the potential for it to escalate into a debt storm at any moment. With the SINA Finance APP's global perspective and linkage analysis capability, investors are equipped with an efficient navigation tool to traverse the market fog. Citi Group analysts lament, "When French bond yields surpass those of Greece, when Japan's 30-year government bond yields reach historic highs, and when gold rises 60% in a year, we are witnessing the reordering of global capital markets." Not everyone can remain calm in turbulent markets; often, the difference between professional investors and novices lies in the ability to obtain information promptly and accurately interpret its significance. Now, every fluctuation in the global bond market could affect your investment portfolio. Investors at the forefront of information have already taken action; will you?

Massive information and precise interpretation await you on SINA Finance APP.