今日热点固定收益:债市波段应对的三个理由我们在近三周建议对债市要波段应对(6 月29 日《趋势力量尚存,但拥挤度偏高》、7 月13 日《高拥挤度遇上边际变化》)。近两日,债市在前期震荡格局中呈现偏弱态势,10 年期国债收益率小幅上行,与股市、商品的强势形成鲜明对比,债市的担忧情绪悄然升温,多头信心有所动摇,债市正迎来一轮关键的多空博弈。风险提示:关税谈判进展超预期、地产等政策规模超预期、股市表现超...
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