Performance of various assets in the 5th week of December:
In the fifth week of December, most US stock indexes fell. Wind all a rose 1.27%, with a turnover of 5.1 trillion yuan, and the turnover continued to fall. Among the primary industries, national defense and military industry, light industry manufacturing and basic chemical industry increased significantly; Automobile, coal and food and beverage performance were lower. The credit bond index rose 0.18% and the Treasury bond index rose 0.43%.
Evaluation of cost performance and trading opportunities of various types of assets in the first week of January:
Equity – market expectations are chaotic, and the start of agitation in spring needs to be observed
Bonds – the cross year liquidity environment increased slightly, but there is no need to worry too much about short-term funds
Commodities – oil prices are gradually insensitive to the negative impact of the fourth wave of epidemic led by Omicron
The exchange rate – US dollar index fluctuated around 96 and did not break the previous high
Overseas – inflation expectations push up US bond interest rates again
Risk tip: the mortality of Omicron is higher than expected; Economic growth fell faster than expected; Monetary policy tightened more than expected
