Performance of various assets in the fourth week of November:
In the fourth week of November, most US stock indexes fell. Wind all a rose 0.52%, with a turnover of 5.8 trillion yuan and a slight increase in turnover. Among the primary industries, non-ferrous metals, comprehensive finance and iron and steel rose higher; The performance of media, agriculture, forestry, animal husbandry and fishery and consumer services was lagging behind. The credit bond index rose 0.14% and the Treasury bond index rose 0.38%.
In the first week of December, the cost performance and trading opportunities of various types of assets were evaluated:
Equity - the growth style is crowded, and the winning rate will be inclined to the value style after credit expansion in the future
Bonds - interest rate bonds are highly crowded, convertible bonds are extremely crowded, and their vulnerability is rising
Commodity - the new variant virus was upgraded to VOC, and the price of industrial products fell sharply
Exchange rate - the dollar index fluctuated at a high level, and Omicron lowered its expectation of raising interest rates
Overseas - referring to Delta, Omicron affects market risk appetite in the short term, but does not affect the trend
Risk tip: the mortality of Omicron is higher than expected; Economic growth fell faster than expected; Monetary policy tightened more than expected
