中债研发中心：2023年债券市场分析研究报告（218页）.pdf

1、2023 123432023202220202024202420232023202320223.5%20233.0%1.5%4.0%420203.7%2023276.0%2000OECD4.6%2.3%2023IMF20245.8%20231 202312CPI3.4%CPI3.9%202338HICP18.6%2.9%CPI110.1%4.0%WTO20230.8%41.7%0.2%41005.25%5.50%2023746175202310202392023GDP2020202320232023103.79%4.98%5102.44%3.03%100.49%0.96%20231020232

2、0232023MSCI19.9%43.4%50024.2%13.7%22528.2%2023100787.310321503.5%5.7%7.85%10.6%2.0%0.4%27.6%57.2%202381.5/77.8/372.0/+98.0/COMEX12282 075.7/CBOT30.0%19.3%13.2%LME2.9%3.2%15.0%1.5%20246CPI20242%20242024102024107202320242023GDP1265.2%5%2.2GDP4.1%2023GDP4.5%6.3%4.9%5.2%4.7%3.3%4.4%4.0%47.157.2%5.8%20.4

3、%20%8202350.303.0%6.5%5.9%2.920235.9420235.2%0.41 2441 2004.3%20231.1%20232022202320221.04.6%20232023202345.35a201012M2023146.592023AA59a 93 418.9512212 90020233.70%13.54%19.41%2022202326.7256.77.05107.3117.168 828/1.76%7 984/99 346/19.54%9524763/1271 054.5/38.2%2023550720820/762.9/20223.6%252024202

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6、13.0733.93%6.29%6.45%35.40%28.15%6.66%6.01%17.23%52.75%3 2465.07%234.39%186.55%111.82%52.61%25.63%2124687 866.7828.1533.93234.39127 574.8735.406.2931.451 055 848.916.6652.08465.073 048.7930.650.1516.74130 700.446.016.45186.554 883.941.080.24111.8212 635.8317.230.6252.614 531.5252.750.2225.6376.2073.