Performance of various assets in the fourth week of December:
In the fourth week of December, most US stock indexes rose. Wind a fell 1.03%, with a turnover of 5.4 trillion yuan, and the turnover continued to fall. Among the primary industries, agriculture, forestry, animal husbandry and fishery, food and beverage, and building materials were among the top gainers; The performance of comprehensive finance, non-ferrous metals, power equipment and new energy is lagging behind. The credit bond index closed flat throughout the week, and the Treasury bond index rose 0.17%.
In the 5th week of December, the cost performance and trading opportunities of various types of assets were evaluated:
Equity – there is a “settlement market” in growth stocks, and the congestion drops
Bonds – LPR cut has a neutral impact on interest rates
Commodities – FDA authorizes oral covid-19 specific drug EUA to hedge against Omicron’s negative impact on commodities
Exchange rate – dollar high volatility
Overseas – US stocks’ risk appetite improves, looking forward to “Santa Claus market”
Risk tip: the mortality of Omicron is higher than expected; Economic growth fell faster than expected; Monetary policy tightened more than expected
