从货币市场来看,4-5月份货币市场利率有涨有跌,7日回购利率出现下降。从债券市场来看,各券种债券收益率曲线普遍上行,债券价格指数持续下跌。基于对监管窗口期的判断,未来几个月都将是较为舒适的配置窗口期,长期看经济增速下行仍是趋势,建议适当关注中长久期债券的配置机会。从基本面来看,4月食品价格续 From the money market point of view, 4-5 month currency market interest rates rose up and down, on the 7th repo rate fell. From the bond market, the bond yield curve of all kinds of bonds generally goes up, and the bond price index continues to fall. Based on the regulatory window period of judgment, the next few months will be more comfortable configuration window period, the long-term economic downturn is still the trend, it is recommended appropriate attention to long-term bond configuration opportunities. From a fundamental point of view, food prices continued in April