“抢跑”的降息预期修复了吗?

华尔街见闻
10 Mar

摘要 两会召开,央行领导发言定调全年货币政策,同时债券市场迎来了大幅度调整,如何看待当前点位的配置价值? 在3月6日召开的经济主题记者会上,央行行长潘功胜就2025年货币政策进行了展望。总结来看,市场关注的主要有两点言论:一是将中美的货币政策取向进行了对比。美联储虽然降息,但政策利率仍然处于高位,因此货币政策为限制性,而目前我国的融资成本处于历史低位,货币政策的状态是支持性的。回顾来看,2024年...

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