Performance of various assets in the first week of April:
In the first week of April, most US stock indexes rose. Wind all a rose by 1.25%, with a turnover of 4.6 trillion yuan, which fell slightly. In the primary industry, the performance of real estate, building materials and consumer services is at the top; The performance of national defense, military industry, communications and electronics is lagging behind. The credit bond index rose 0.19% and the Treasury bond index rose 0.18%.
In the second week of April, the cost performance and trading opportunities of various types of assets were evaluated:
Equity - although the epidemic and the Federal Reserve are negative, they have been priced, market sentiment continues to repair, and the pricing focus in the second quarter returned to fundamentals
Bonds - the market remains on the sidelines for the interest rate cut in the second quarter
Commodities - the US released a record SPR to depress oil prices, but it is difficult to solve the problem of structural shortage
Exchange rate - risk aversion cooled again, and the US dollar index fluctuated at a high level
Overseas - US debt 2 10 was upside down twice in a week, the recession expectation was advanced, the odds of US stocks returned to a low level, and the risk of second stepping back increased
Risk tip: the mortality rate of Omicron is higher than expected; Exports fell faster than expected; Monetary policy tightened more than expected
