#交易流动性 , but next there is also the Federal Reserve meeting, the key still depends on Powell's speech attitude.

Let's talk about our situation, there are several core data:

First, the deficit rate is set at 4%. Previously, we mainly focused on 3, which is the first time in recent years that the deficit rate has been raised. To explain, this represents the government's willingness to take responsibility, which means they are willing to inject liquidity.

Second, the inflation target is set at 2%. Previously it was 3, but now the CPI is around 0 point something each month, setting a target of 3 is too far off.

This adjustment of the target is a positive sign, indicating that the leadership has recognized the problem and is facing it. It's a very significant positive sign.

Third, issuing 1.3 trillion in special national bonds, which is slightly less than the market expected, but there is a point worth noting, this time they issued 500 billion to support state-owned large commercial banks in replenishing capital.

There are rumors of rescuing banks, and this wave has landed. Why do banks issue bonds when they make such large profits every day? Because although banks are profitable, they also bear the huge burden of real estate. Rescuing real estate is too difficult, so it is better to support the banks as a backup.