Since 2021, U.S. bond interest rates have risen rapidly. Affected by the rapid rise in U.S. bond interest rates, some previously highly valued stocks have fallen sharply, such as U.S. stock technology stocks and domestic white horse blue-chip core assets.

The Chinese bond market interest rates have also seen a slight increase. However, this article points out that the rise in U.S. bond interest rates is nearing the end, and the Chinese market may welcome a breathing window.

The U.S. and European economies show an accelerated recovery trend

The U.S. economy is getting better. The U.S. Manufacturing Purchasing Managers Index (PMI) in February was 60.8%, a new high since February…

As an opening remark, China’s recent Fifth Plenary Session of the 19th Central Committee of the Communist Party of China made the formulation of the 14th Five-Year Plan and 2035 long-term goals, and then China also issued a planning outline.

This outline attaches great importance to the development of China’s real economy. There are many important expressions in the place.

When we talk about the real economy, it is a relatively broad concept. Most of the economy is the real economy, and it is not just about producing products, producing services, and dealing with resources.

Except for the media, it…

Since the epidemic, inflation expectations have continued to rise, and large-scale quantitative easing has always been criticized. The market is worried that as the global epidemic resumes, the side effects of quantitative easing will appear.

What kind of pressure is currently facing emerging markets? When will the turning point of global liquidity come?

An interest rate hike may come early

Recently, Fed Chairman Powell stated that as the US economy recovers and its goals make substantial progress, the Fed will gradually reduce bond purchases.

First, this reflects the Fed’s more realistic attitude. It realizes that the overall inflation or employment situation will be different from the Fed’s…

Recently, some experts have called for the reduction of US dollar assets, saying that the United States is cutting the world’s wool through abusive currency issuance, and China must resist the US dollar hegemony by reducing holdings. Called to buy oil and gas, etc.

If this viewpoint is raised by ordinary people, there is nothing to say. It is really blushing from the mouth of some professionals. Many experts lack basic common sense on the issue of foreign exchange reserves.

Many people don’t know that foreign exchange reserves are not the concept of assets in the full sense.

For example…

Modern China has become a global model in terms of government governance of the economy.

At an uncertain point in time, but it must not be an indefinite point in time. Under the premise of a relatively open capital account, the renminbi will become one of the world’s major reserve currencies.

The United States really has to start to consider the limit that the earth can withstand. If medical breakthroughs can really enable human beings to achieve immortality, it will be a terrible reality.

China-U.S. debt and infrastructure

The federal government predicts that the US national debt has reached 106% of GDP by the…

On March 18–19, 2021, China and the United States held the first high-level strategic meeting since the new US administration to implement the spirit of the conversation between the two heads of state. The high-level strategic talks were divided into three sessions, focusing on domestic and foreign policies, Sino-US relations, and major international and regional issues of common concern.

The talks were more intense and direct than before, with differences and consensus coexisting:

• First, China has stated its firm position on issues concerning its own sovereignty, security, and development interests. It clearly pointed out that sovereignty and territorial integrity are…

Last week, the U.S. dollar index was on the sidelines, and the appreciation was limited to 0.2%. The strategy of restraining appreciation is still the center of gravity. As a result, the exchange rates of other major currencies are mainly randomized.

The important currency levels are Euro 1.19 US dollars, British pound 1.38 US dollars, Japanese yen 108 yen, Canadian dollars 1.25 Canadian dollars, Swiss francs 0.92 Swiss francs, and Australian dollars 0.77 US dollars.

The U.S. Treasury Interest Rate Increase Has Two Sides of Impact on the U.S. Dollar:

First, U.S. bond yields are more long-term now

A week’s upward trend in U.S. bond yields was the…

Sleep often gives people a sense of comfort and rejuvenation, but for the patient, sleep is not at all peaceful and comfortable. A clinical neurologist Guy Leschziner said that a patient realized that he had used a motorcycle to go for a ride while sleeping until the landlord stopped her and asked her where she was going. The other would walk around while asleep, and make the dream movements-his wife was terrified. Other patients still suffer from lack of sleep, insomnia, and night terrors.

In his new book “Nocturnal Brain: Nightmares, Neuroscience, and The Secret World of Sleep,” Dr. Leschziner…