1. A Fed rate hike is almost a certainty, with a December hike already priced in; the market is closely watching the dot plot.
2. Analysts: If the Fed holds rates steady, the bond market may face further selling pressure.
3. Bond market short positions are at extreme levels, betting on the Fed fulfilling its rate hike expectations.
4. Analysis: After the 10-year US Treasury yield broke 5%, the real pressure may appear in 12 to 18 months.
5. Shanghai branch of the People's Bank of China: As of the end of August, overseas institutions held 3.19 trillion yuan of interbank bonds, with 1,204 participating entities.
6. Pan Gongsheng: Slowing loan growth and improving loan quality may become one of the new normal conditions for macroeconomic operation.
7. Hainan issues offshore RMB local government bonds in Hong Kong for the fifth consecutive year, with a scale not exceeding 5 billion yuan.
8. Tianjin plans to repay 409 million yuan of special bonds ahead of schedule, corresponding to the Juilliard School supporting project.
9. SF Holding plans to issue two guaranteed bonds totaling RMB 10 billion, maturing in 2029 and 2031.
10. Hong Kong's first five-year plan: to encourage more mainland institutions to invest in the Hong Kong bond market and expand the channels and business volume of "Stock Connect," "Bond Connect," "Wealth Management Connect," and "Private Connect."
11. Indian bond traders are generally uneasy, worried that the central bank's withdrawal of funds will trigger a continued downturn.
