1. Federal Reserve Governor Waller: Inflation risks mean the Fed should not signal further rate cuts.
2. The expectation of a 25 basis point rate hike by the Fed by the end of 2026 has been fully priced in.
3. Bond strategists warn: Even if the Iran war ends, yields will remain high.
4. Policy dividends continue to be released; over 800 billion yuan of Sci-Tech Innovation Board bonds have been issued this year.
5. The People's Bank of China: As of the end of April 2026, the outstanding balance of bonds in custody in the bond market was 200.7 trillion yuan.
6. SoftBank issues another 260 billion yen of subordinated debt to finance AI investment.
7. The first national transaction of a credit derivatives contract linked to blue bonds was completed in Shandong.
8. ENN Energy successfully issued its first natural gas pipeline asset-based REITs product, with an issuance scale of 4.11 billion yuan.
9. ABS issuance this year has reached nearly 750 billion yuan, with real estate ABS showing rapid growth.
10. Shaanxi Province plans to issue 229.07 million yuan of 30-year "replacement of hidden debt special bonds" and 307.35 million yuan of 20-year "special" new special bonds on May 28.
11. April interbank bond trading data reveals that commercial banks increased their holdings by over 950 billion yuan, while insurance companies significantly reduced their holdings.
12. A new option for cross-border investment: the scale of northbound mutual recognition bond funds has reached 150 billion yuan, with the highest return this year reaching 4.6%.
