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南华国债5月展望：流动性之辩与曲线远端的机会
南华期货· 2026-05-04 17:17
2026 5 3 4 1 2 1 AAA DR007 10bp 1 30bp 4 Z0016413 gaoxiang@nawaa.com 2011 1290 2026 5 3 1. 1.1 4 Trump 180 TACO 4 10 1bp OMO7D 20bp 30 15 3 10 1.78% 2 11 1 1 4 2026 5 3 4 2-3 10 1.7% 30 2.2% 30 4 10 T2606 108.6 T TL 120 iFind 1 AAA DR007 10bp 1 30bp 4 2 2026 5 3 2. 2.1 3 TACO 4 8 2 4 GDP 0.8% 0.1% 2.2 4 PPI 3 M1 M2 3 8% 24 11 12 3 PPI A 3 2026 5 3 M1 2026 5 3 2 8.20 7.90 6.08 5.91 16.60 15.90 0.00 5.00 10.00 15.00 20.00 25.00 2023-01 2023-03 2023-05 2023-07 2023-09 2023-11 2024-01 2024-03 2024-05 2024-07 20 ...