Performance of various assets in the first week of December:
In the first week of December, most US stock indexes fell. Wind all a rose 1.00%, with a turnover of 5.8 trillion yuan, and the turnover fell slightly. Among the primary industries, comprehensive finance, iron and steel, food and beverage were among the top gainers; Agriculture, forestry, animal husbandry and fishery, media and consumer services lagged behind. The credit bond index rose 0.07% and the Treasury bond index fell 0.19%.
In the second week of December, the cost performance and trading opportunities of various types of assets were evaluated:
Equity – Evergrande’s default and RRR reduction have become the “signal bomb” of wide credit
Bonds – continue to pay attention to the congestion of convertible bonds
Commodity – the financial attribute of commodity is under pressure
Exchange rate – high fluctuation of US dollar index
Overseas market – the main line of short-term transactions is chaotic
Risk tip: the mortality of Omicron is higher than expected; Economic growth fell faster than expected; Monetary policy tightened more than expected
