Treasury futures Take a Nosedive Analysts: Market expectations for 2025 have not been completely shattered

On January 3, Jin10 Data reported that in the afternoon of January 3, the strongest performing asset since 2025, government bond futures Take a Nosedive, and the 30-year government bond futures Market Maker contract fell in the afternoon after rising 0.9% earlier. The yield of the active 30-year government bond ‘24 Special Government Bond 6’ increased by 2 basis points to 1.86%. The 30-year government bond futures Take a Nosedive also dragged down other tenor government bonds. Meanwhile, the stock market has shown some improvement, with the declines in the three major indexes narrowing significantly. So, how will the government bond trend evolve? If government bonds weaken, will it become an opportunity for the stock market? Analysts believe that based on market performance and research reports from various institutions, as of now, the market’s expectations for 2025 have not been completely shattered. In this context, it may still require more effort to break the market’s consensus expectations for government bonds.