Gate.io News December 5th, Jin Shi Data: Tianfeng Securities research report believes that looking forward to 2025, there is still a solid logical basis for bond bulls: pressure on the balance sheet, insufficient effective demand, and asset shortage. Monetary easing may be one of the most certain trading directions in 2025. Of course, attention should also be paid to the risk reminders of interest rate intervention and guidance by the Central Bank, which is not simply giving a lower limit of interest rates, but hopes to change the unilateral consistency expectation and behavior of the market and guide the phased adjustment of the interest rate curve. It is recommended to trade the bull and flat first at the beginning of 2025, and then watch the trend while walking, and see if there is a need for policy additions and bull steep changes in the middle of the year.
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Tianfeng Securities: Looking forward to 2025, the bond bull still has a solid logical foundation
Gate.io News December 5th, Jin Shi Data: Tianfeng Securities research report believes that looking forward to 2025, there is still a solid logical basis for bond bulls: pressure on the balance sheet, insufficient effective demand, and asset shortage. Monetary easing may be one of the most certain trading directions in 2025. Of course, attention should also be paid to the risk reminders of interest rate intervention and guidance by the Central Bank, which is not simply giving a lower limit of interest rates, but hopes to change the unilateral consistency expectation and behavior of the market and guide the phased adjustment of the interest rate curve. It is recommended to trade the bull and flat first at the beginning of 2025, and then watch the trend while walking, and see if there is a need for policy additions and bull steep changes in the middle of the year.