What do new highs in U.S. Treasury bonds and new lows in Chinese bonds mean for Hong Kong stocks?

The combination of "new highs in US bonds and new lows in Chinese bonds" has a neutral or even somewhat negative impact on Hong Kong stocks, and historical experience often reflects this.

CICC strategyDec 22 18:11

Trump has a new development! He nominates several diplomatic envoys, including the owner of the Houston Rockets on the list.

Trump has new developments!

Brokerage ChinaDec 22 16:30

Weekly Preview | The market focuses on the National People's Congress Standing Committee meeting; due to the Christmas holiday, the Hong Kong Stock Exchange will be closed for two and a half days, and the U.S. stock market will be closed for one and a hal

The earnings report season for the US stock market has concluded. Due to the Christmas holiday, there will be no speeches from Federal Reserve officials this week, and the data released will be limited, but attention can be paid to the USA Consumer Confidence Index and initial unemployment claims; on Wednesday, Bank of Japan Governor Kazuo Ueda will deliver a speech regarding potential yen intervention measures.

Futu NewsDec 22 16:13

Federal Reserve dovish officials: Inflation has decreased significantly, and a moderate interest rate cut is expected next year.

① The Chicago Federal Reserve Chairman Goolsbee stated on Friday that he slightly lowered his forecast for next year's interest rate cuts but still expects the Federal Reserve to moderately cut rates next year; ② As a dovish official, Goolsbee will replace Cleveland Federal Reserve President Harmack next year and become a new voting member of the Federal Open Market Committee (FOMC).

cls.cnDec 22 03:08

Is the Federal Reserve turning hawkish? Morgan Stanley: I have seen this episode!

Morgan Stanley stated that the timing and magnitude of interest rate cuts depend on the implementation progress of the restrictive policies of the new Trump administration. However, the impact of these policies on economic activity may also be delayed. Therefore, while the Federal Reserve is currently hawkish, it may turn dovish later.

wallstreetcnDec 21 17:41

The "farce" of the USA government shutdown crisis is over! The Senate has passed a stopgap spending bill.

The bill ensures that the USA federal government continues to receive operational funding, extending the funding period from this Friday night to mid-March next year.

cls.cnDec 21 14:22