Performance of various assets in the second week of January:
In the second week of January, most US stock indexes fell. Wind a fell 1.12%, with a turnover of 5.4 trillion yuan, and the turnover continued to rise. Among the primary industries, medicine, non-ferrous metals, power equipment and new energy increased by the top; Construction, home appliances and building materials are lagging behind. The credit bond index rose 0.16% and the Treasury bond index rose 0.29%.
Evaluation of cost performance and trading opportunities of major categories of assets in the third week of January:
Equity - the bottom price of growth stocks deviates significantly, and it is expected to stabilize and rebound
Bonds - liquidity premium close to post epidemic level
Commodity - the balance between supply and demand of crude oil improved slowly, and the oil price returned to its previous high
Exchange rate - the interest rate gap between China and the United States continued to narrow, and the cost performance of RMB decreased to neutral
Overseas - the rhythm of interest rate hike is still under observation
Risk tip: the mortality of Omicron is higher than expected; Economic growth fell faster than expected; Monetary policy tightened more than expected
