首页行业分类金融证券证券2023-05-15-德邦证券-美联储周观察:紧缩预期边际抬升,银行业压力持续
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2023-05-15-德邦证券-美联储周观察:紧缩预期边际抬升,银行业压力持续

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2023-05-15-德邦证券-美联储周观察:紧缩预期边际抬升,银行业压力持续
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德邦证券宏观周报MEETING PROBABILITIESMEETING DATE175-200200-225225-250250-275275-300300-325325-350350-375375-400400-425425-450450-475475-500500-525525-55020236/140.0%0.0%0.0%0.0%0.0%82.8%172%20237260.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%31.8%57.6%10.6%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%19.4%47.5%28.9%4.1%2023/11/10.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%11.8%36.5%36.2%13.8%1.6%0.0%2023/12/130.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%2.7%17.5%36.5%31.0%11.0%1.2%0.0%2024/1/310.0%0.0%0.0%0.0%0.0%0.0%0.0%2.6%16.7%35.3%31.4%12.2%1.8%0.1%0.0%2024/3/200.0%0.0%0.0%0.0%0.0%3.8%18.3%35.0%29.6%11.3%1.7%0.1%0.0%0.0%2024/5/10.0%0.0%0.0%0.1%1.7%9.6%24.9%32.8%22.3%7.5%1.0%0.0%0.0%0.0%0.0%2024/6/190.0%0.0%0.1%1.5%8.7%23.1%31.9%23.6%9.2%1.8%0.2%0.0%0.0%0.0%0.0%20247/310.0%0.0%0.6%3.9%13.6%26.1%29.1%18.7%6.7%1.2%0.1%0.0%0.0%0.0%0.0%2024/9/250.0%0.3%2.6%9.7%21.1%27.9%22.8%11.5%3.4%0.6%0.0%0.0%0.0%0.0%0.0%2024/11B0.2%1.3%5.5%14.4%23.9%25.8%18.2%8.2%2.2%0.3%0.0%0.0%0.0%0.0%0.0%资料来源:CME,德邦研究所:展示日期为2023年5月12日与上周比与3.8比与22.6.1比10/05/202303/05/202326/04/202319/04/202312/04/202305/04/2023100.0%慈资产-659161,442-4113448.553.2038.553.8628.612,8198,643,4088,664,8528,682,173-628160,6964121968.466,4128.467.0408.525,9318.556.7008.578,0468.595,344461147.062-6792997.801.2737.800.8127.843.8527.860.4597.877.7417.877.11461.1%462112802-546335.223.1465.222.6845.265.7285.265.0705.280.9145.280.2870.0%02.3472.3472.3472.3472.3472.34730.1%0-34260-16662.575.7802.575.7802.575.7762.593.0422.594.4802.594.4800.0%正回购协定252525250020.00030.00040.0000.0%000020.00030.00040.0000.0%25252525000003.7%4.477298,151292695313,360317.837334.130325.,458321,087332,4490.1%3.97847429.32373,85569.92567.63369.7051.0%73238310183,10175,77881,32771.83779.0212.5%21253121531212.531228,217170.370172615172,6151746090.0%12112394224104184804844780.6%其他贵产3.53614,5341762747.91144.37543.21742.53538.93260,193-2792605,327.8925,387,6265,480,7205,478,5275,317,2995,300,82324.945526862,332.9092.328.5862.323.7462.323.0622.324.35330.6%57.8283876382,618,1782,640,9512,638,8052,666,3432,676,7272,599,4034.5%2,30017.916119504385,029382,729359,244371.666372,865356,39226.1%其他-2507339,9122681342.233.1492.258.2222.279.5612294.6772.303.8622.243.01178118209203185161170167-36,341-124,120-660272368,158404,499505,693471,124299,511354,9712.4%其他存款2,84832,553-36483203.666206.514199.801196,346203.199204.6030.1%25019779.6849.6769,6849,6849,7589,6811.8%156,923-625767154,808188,309296,209265,09586,554140,68859.075221,635-1320843.225.3113.166.2363.132.0993.164.8813.347.5533.381,350216请务必阅读正文之后的信息披露和法律声明