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Peppa Pig Flashbacks, Cost of Living, 'War' With US: Former UK PM Brown Takes Dig at BoJo_我的网站

一 |     　　股市行情震荡之际，资金正持续流入债券ETF。    Hopping on the criticism train, former prime minister Gordon Brown bombarded the government of the incumbent PM with criticism.,Not only did he touch upon the acute economic and social issues, but also offered an unpleasant Peppa Pig flashback.,'War' With America?,Speaking with Sky News's Beth Rigby Interviews, Brown took issue with Johnson's government, particularly focusing on the approach to the Northern Ireland Protocol.,"We're at war with America over Ireland because America will not sign a trade treaty with Britain as long as we cannot sort out the issues related to Ireland," Brown said.,His remarks come in the wake of London's plans to tear up the Northern Ireland Protocol, unilaterally introducing amendments to the deal that helped avoid a hard border with Northern Ireland. The UK's intention to change the agreement have been slammed by US President Joe Biden, with several prominent UK figures, including former PM Theresa May, also weighing in on the criticism.,The Northern Ireland Protocol plans also did not help with reviving the stalled free trade agreement with the United States - one of Britain's most anticipated aspirations after leaving the European Union.,The legislation looking to amend the Northern Ireland Protocol has already passed its first Commons hurdle.,According to Brown, the move to change the protocol will further affect trade relations with the US, as well as with the European Union.,"And that's very much part of our future because if we cannot export to the leading markets in the world, and cannot do so successfully with these new industries and new technologies, then the cost-of-living crisis will be with us for years and not just temporarily," Brown continued.,Cost of Living Crisis,With the lack of a trade deal fueling the economic hardships faced by the country, Johnson's government does not "seem to have a clue" on how to tackle the cost of living, Brown claimed.,"You cannot go through a winter when people are being asked to take the biggest cut in their standards of living in 50 years and not ask people to understand what you're trying to do, and give them a plan for what do we do.",The former PM noted that lack of government action on important issues may undermined Britain's reputation in the world.,"I think Britain has got to be very careful that we have got respect in the world because we are a country that has valued the rule of law, democracy, freedom, liberty," he said. "If we appear to be riding roughshod over treaties that we've agreed to sign, over laws we've asked other countries to sign up to, over rules that historically all British governments have accepted… then it is difficult to persuade other countries to listen to the advice that we're giving.",Going further into the economic crisis faced by the UK, Brown took a dig at the Bank of England, chastising it over lack of action to help the country "get back to stable prices", noting that "stable prices may be 2% or 3% or 4%.","But to get there they've got show us a pathway to it - and unless there's a pathway then people will be excused for thinking inflation could be 11% this year, 12% next year or 13% the year after - and the Bank of England has not done that.",In wake of harsh anti-Russian sanctions imposed against Moscow over its military operation in Ukraine, Britain's annual inflation hit 9.1%. Naturally, it fueled the already rising cost of living, but Johnson still pledged to continue with the sanctions and military aid to Ukraine.,A Blast From the Past,Brown also noted that the incumbent PM had "talked about Peppa Pig instead of talking about an industrial strategy," referencing the infamous CBI speech last November, in which Johnson offered his accolades for Hampshire’s Peppa Pig World. He was widely mocked after the speech over being "unprofessional" and lacking "seriousness".,With Johnson currently facing mounting calls to resign amid his alleged lies about the "partygate" scandal and Tories' by-election loss, Brown said he would "caution Boris Johnson against going further, if you like, in ignoring the rule of law."。
　　数据显示，截至本周一，债券ETF已连续12个交易日吸金，8月以来的合计净流入238.27亿元。债券ETF规模也在8月首次突破9000亿元，本周一已创新高至9205.53亿元。再次入金的背后，震荡走强的债市已经使得近七成的债券ETF的周一净值刷新峰值纪录，创新高的债基也不在少数。　　值得留意的是，基金管理人在债基的限购动作已有分化，部分债基近期加码限购，限购额甚至下调至10元。有机构人士认为，当前债市拥挤度已有所上升，追涨赔率正在明显下降。　　债券ETF再次吸金　　8月中旬以来，债券ETF的净流入出现明显放大，昨日单日，债券ETF净流入39.82亿元，上周则是出现单日净流入超40亿的情况。　　8月债券ETF“由负转正”吸金238亿，逼近5月高点（248.05亿元），较6月峰值（648.69亿元）仍有差距。　　信用债指数ETF吸金较多，8月以来净流入143.78亿元，主要由公司债ETF贡献；利率债指数ETF也净流入90.68亿元，主要是30年期国债ETF、10年期国债ETF贡献较多。　　单只产品来看，公司债ETF易方达吸金最多，净流入32.58亿，最新规模为326.3亿元，创成立以来新高；30年国债ETF博时也净流入32.34亿元，最新规模同样创新高至207.01亿元；净流入21.56亿元的十年国债ETF国泰，也创规模峰值（225.46亿元）。　　除了上述净流入居前ETF，规模创新高的还有5年地方债ETF鹏华，最新规模为77.48亿元，8月以来吸金8.45亿元。信用债ETF华夏、信用债ETF广发等8月以来净流入超过10亿元的债券ETF也迎来规模峰值。　　头部管理人旗下的债券ETF整体吸金力度较大，比如凭借着旗下公司债ETF和科创债ETF合计超45亿元的净流入额，易方达基金成为8月净流入最多的债券ETF管理人；海富通基金旗下的6只债券ETF也合计吸金25.57亿元。

二 | 　　债基限购动作分化　　债券ETF的规模新高，既有资金持续净流入的助推，债市震荡走强的行情也进一步提升债券ETF的净值。

三 | 数据显示，昨日37只债券ETF净值创成立以来新高，占债券ETF总数近七成。　　债基整体则有超过600只产品昨日创下净值新高。

四 | 十年期国债期货主连合约也在近日触及109.65元的历史新高值，并进入震荡行情。

五 | 　　不过，当前行情下，已有债基近期开始出现“闭门谢客”。比如，摩根基金（中国）今日公告称，旗下摩根瑞享纯债债券从今日起暂停10元以上的大额申购，这距离该基金恢复大额申购仅过去1个交易日。　　长城基金则宣布旗下长城裕利纯债恢复申购，但仍限制10万元以上的大额申购。　　上周，华泰柏瑞同业存单指数7天持有也宣布限购额由原本的1000万元，下调至10万元。

六 | 兴业添利债券的限购额也是在上周由1000万元，下调至100万元。　　也有债基选择上调限购额，比如鹏华丰恒债券、鹏华金利债券的限购额由此前的100万元，上调至1000万元。

七 | 国联安增盈债券的限购额也从此前的10万元，上调至5000万元。　　“基本面边际走弱、政策宽松预期升温以及资金面改善预期仍对债券市场形成支撑。”在鹏华基金经理张羊城看来，短期交易方向仍偏多，但随着10年期国债收益率下行至1.70%附近，部分宽松预期已经得到定价，收益率进一步下行需要更强的政策或基本面催化，追涨赔率较上半年明显下降。　　他还分析，从机构行为观察看，交易型机构久期已处于偏高水平，部分配置型机构前期配置进度较快，市场拥挤度有所上升，边际追涨力量可能减弱。“短期可维持适度偏多思路，关注宽松预期进一步发酵及资金中枢下行落地的交易机会，但不宜在低利率位置过度追涨；随着政策预期逐步兑现，应更加重视止盈和回撤控制。”　　长城基金也认为，对债市友好的大环境未发生根本变化。本周起国债发行节奏加快，月末资金面可能会面临一定扰动，债券收益率短期进一步下行的阻力有所增加，预计仍以低位震荡为主。（文章来源：财联社）。

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Published on:05:59:35