Performance of various assets in the second week of May:
In the second week of May, most US stock indexes fell. Wind a rose 3.51%, with a turnover of 4.2 trillion yuan, and the average daily turnover fell slightly. In the primary industry, the performance of automobile, comprehensive and power equipment and new energy is higher; Petrochemicals, coal and banks lagged behind. The credit bond index rose 0.25% and the Treasury bond index rose 0.17%.
In the third week of May, the evaluation of the cost performance and trading opportunities of various types of assets:
Rights and interests – the dawn of normalized epidemic prevention, weak market sentiment and recovery
Bonds – social finance is not as expected, and the market may have expected it long ago
Commodity base metals further pricing recession expectations
Exchange rate – the RMB exchange rate is close to the first target
Overseas – there is still much room for US stocks to callback
Risk warning: covid-19 variant with increased mortality; Economic growth fell faster than expected; Monetary policy tightened more than expected
