【中信建投:一季度进入货币宽松窗口期,关注央行降准降息可能性】中信建投证券固定收益首席分析师曾羽发布报告称,一季度进入货币宽松窗口期,关注央行降准降息可能性,有望带动资金利率中枢进一步下移,短期内也要关注资金面边际收敛以及波动增大的可能性。目前银行间超储规模低于季节性水平,主要源于央行投放逆回购规模偏少、年末政府债发行、四季度降准落空等因素。预计1月资金面有小幅收敛可能,但无大幅收紧基础,关注地方债发行、银行开门红、央行态度、大行负债端压力情况。

金融界
13 Jan
中信建投证券固定收益首席分析师曾羽发布报告称,一季度进入货币宽松窗口期,关注央行降准降息可能性,有望带动资金利率中枢进一步下移,短期内也要关注资金面边际收敛以及波动增大的可能性。目前银行间超储规模低于季节性水平,主要源于央行投放逆回购规模偏少、年末政府债发行、四季度降准落空等因素。预计1月资金面有小幅收敛可能,但无大幅收紧基础,关注地方债发行、银行开门红、央行态度、大行负债端压力情况。

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