投资要点银行间流动性回顾:8 月6 日-9 月25 日,银行间资金运行波动幅度小于去年同期水平。从DR007-OMO 利率来看8 月下旬受税期以及银行信贷投放环比改善,资金中枢震荡上行,9 月上旬随着部分票据类资产到期叠加PMI反应的基本面偏弱影响(8 月制造业PMI 虽环比改善仍在荣枯线以下),银行间资金利率震荡下行,9 月中下旬受季末银行资产投放加快和监管指标达标影响,资金整体上行。银行流动性...
Source Link投资要点银行间流动性回顾:8 月6 日-9 月25 日,银行间资金运行波动幅度小于去年同期水平。从DR007-OMO 利率来看8 月下旬受税期以及银行信贷投放环比改善,资金中枢震荡上行,9 月上旬随着部分票据类资产到期叠加PMI反应的基本面偏弱影响(8 月制造业PMI 虽环比改善仍在荣枯线以下),银行间资金利率震荡下行,9 月中下旬受季末银行资产投放加快和监管指标达标影响,资金整体上行。银行流动性...
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