1. The People's Bank of China (PBOC) intensifies its stock repurchase and relending policies. 2. PBOC's Pan Gongsheng: Maintaining the stable operation of the stock, bond, and foreign exchange markets. 3. The PBOC's net injection of 150 billion yua

2026-11-04

1. The People's Bank of China (PBOC) intensifies its stock repurchase and relending policies. 2. PBOC's Pan Gongsheng: Maintaining the stable operation of the stock, bond, and foreign exchange markets. 3. The PBOC's net injection of 150 billion yuan into the open market in October. 4. The first batch of CDS baskets in the interbank market was released; new risk management tools for combining science and technology innovation bonds and green bonds were introduced. 5. Large hedge funds warn of rising private lending risks; AI exposure and high interest rates are concerns. 6. Meta, after completing a $15 billion USD bond issuance, launched its first Eurobond issuance. 7. TSMC issued NT$14.8 billion in unsecured bonds, raising funds for green energy and environmental protection projects. 8. HSBC: The US Treasury is expected to maintain the size of its coupon bond auctions, preparing for adjustments to the issuance structure next year. 9. JPMorgan Asset Management recommends canceling 20-year US Treasury bonds; the Treasury's refinancing statement becomes a focus of supply observation. 10. Julius Baer: The U.S. government's partition plan is providing support for U.S. Treasury bonds. 11. Beijing plans to issue approximately 94.49 billion yuan in local government bonds, with refinancing and project construction funds arranged simultaneously.