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| 经济扩张、温和通胀与外生货币供给背景下的债市交易策略 | |
| 引用本文： | 刘明学. 经济扩张、温和通胀与外生货币供给背景下的债市交易策略[J]. 中国货币市场, 2010, 0(1): 32-36 |
| 作者姓名： | 刘明学 |
| 作者单位： | 交通银行总行金融市场部 |
| 摘 要： | 2010年宏观经济基本面将面临经济增长由复苏走向扩张、物价预期由通缩走向通胀、货币供给由内生走向外生的三大转变。由此，货币政策可能在适度宽松基调下有所收紧。在此背景下，2010年的债市机会与风险并存，投资者需要在债券品种、期限和等级方面做出谨慎选择，以应对宏观经济基本面和货币政策的变化。 |
| 关 键 词： | 经济扩张 温和通胀 外生货币供给 债市展望 |
Bond trading strategies in the context of economic expansion,moderate inflation and exogenous money supply |
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| Liu Mingxue,Analyst. Bond trading strategies in the context of economic expansion,moderate inflation and exogenous money supply[J]. China Money, 2010, 0(1): 32-36 | |
| Authors: | Liu Mingxue Analyst |
| Affiliation: | Liu Mingxue,Analyst,Department of Global Markets,Bank of Communications |
| Abstract: | Three changes in economic fundamentals would take place in 2010:economic growth from recovery to expansion,CPI shift from deflation to inflation,and money supply moving from endogenous to exogenous.Therefore the monetary policy would have certain contraction tendencies in amoderately loosetone.Under this background,risks exist with opportunities in the 2010 bond market, and investors will have to prudently choose among different products,different maturities and different ratings accordingly,to meet the cha... |
| Keywords: | economic expansion moderate inflation exogenous money supply bond market prospect |
| 本文献已被 CNKI 维普 等数据库收录！ | |