(转自:浙商银行FICC)境内市场周一市场延续上周以来的调整状态,各期限债券收益率均继续小幅上行。主线还是利空因素叠加前期拥挤头寸的压力释放过程。日内消息方面,进出口数据和社融数据陆续发布。6月单月进出口数据全面好于预期,单月和上半年增速均明显拉升。社融数据也好于预期,尤其是M1增速出现显著抬升。社融的结构分布也较好,企业和居民中长期贷款新增规模可观,相比去年同期小幅增长。6月份社融的增长规律也...
Source Link(转自:浙商银行FICC)境内市场周一市场延续上周以来的调整状态,各期限债券收益率均继续小幅上行。主线还是利空因素叠加前期拥挤头寸的压力释放过程。日内消息方面,进出口数据和社融数据陆续发布。6月单月进出口数据全面好于预期,单月和上半年增速均明显拉升。社融数据也好于预期,尤其是M1增速出现显著抬升。社融的结构分布也较好,企业和居民中长期贷款新增规模可观,相比去年同期小幅增长。6月份社融的增长规律也...
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