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Yuvi.
$TLT CPI出来前，长债最怕哪种组合？
美国10月CPI定于11月10日公布。若通胀环比偏强且市场要求更高期限补偿，长债价格可能同时承压。若核心通胀放缓且长端实际收益率回落，久期更有支撑。单看一次短端政策预期变化，容易漏掉长债自己的定价因素。
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Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
