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利率专题：资金与货币仍是当前主线-20231106-民生证券-21页
资金与货币仍是当前主线 展望11月，资金面还有多大扰动，央行会如何操作？债市如何演绎？本文聚焦于此。 10月资金面维持偏紧格局 历经跨季，10月资金面紧张局面并未显著缓解，仍有所延续，甚至月末出现隔夜利率大幅攀升的情形。而这背后，尽管社融信贷修复斜率呈现放缓，对流动性的挤占并未持续提升，但特殊再融资债加快发行节奏，大量利率债供给集中在10月，叠加税期高峰冲击，以及资金占用下大行融出下降也形成派生扰
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