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Tory MPs turn on Truss after turbulent day_我的网站

A |     华泰证券研报称，上周海外债市共振调整、超长端领跌，但中债收益率不升反降，内外债市定价明显背离。海外长端上行并非单一国别事件，而是AI融资挤出国债需求、主权财政扩张和债务担忧、央行与机构需求收缩、通胀尾部风险升温的共同结果。    London, Oct 15 (UNI) British Prime Minister Liz Truss is facing a backlash from Conservative MPs after firing her Chancellor and announcing a second U-turn on a major economic policy.

One former Minister told the BBC: "We cannot go on like this indefinitely."

Another Tory MP said the party was in a "state of despair" after the PM's Downing Street news conference.

Truss supporter Christopher Chope said "time will tell" if she had done enough to secure her position, calling those plotting to remove her "hyenas".

Sir Christopher said: "We can't possibly force another Prime Minister out of office, we've just got to calm down and try to give the Prime Minister our support."

In an attempt to end turmoil on the financial markets, Truss sacked her Chancellor and close ally Kwasi Kwarteng, replacing him with former Foreign Secretary Jeremy Hunt. She then reversed a key policy to scrap a planned rise in corporation tax from 19 to 25 per cent.

It is the second major U-turn on September's mini-budget after Truss cancelled her plan to scrap the top rate of income tax earlier this month.

At a brief news conference in Downing Street on Friday, the Prime Minister dismissed calls for her resignation, saying she was determined to see her promises through.

Commenting on the corporation tax U-turn, Sir Christopher added it was "going to be damaging to the prospects for growth" and was "totally inconsistent" with what Truss said during her leadership campaign.

Conservative MP for Coalville, Andrew Bridgen, said he thought there would "be a challenge to Truss in the next few weeks".

Bridgen, who backed Rishi Sunak to be leader, said: "Dissatisfaction is so high in the parliamentary party.

"Removing Kwasi Kwarteng when he implemented the policies she asked him to do won't engender loyalty to her."

Former Conservative leader William Hague meanwhile said her premiership was "hanging by a thread".

Government borrowing costs rose and the pound's value fell after the Prime Minister's latest U-turn.

Some economists warned that the latest developments might not be enough to restore the UK's credibility.

Scotland's First Minister Nicola Sturgeon called for a general election, saying Truss is "unfit to hold the office of Prime Minister".

Privately many Conservative MPs admit they have gone through despondency and into despair over the past 24 hours.

Another MP called Ms Truss's news conference "a mega-disaster". They said: "She will have to resign."

UNI MR。华泰证券认为，美国财政部扩大回购杯水车薪，AI投资增速下滑、高利率反噬投资可能推动利率下行。国内利率定价仍由内需偏弱、资金面偏松和资产荒主导，海外利率更多约束利率下行空间。策略上，10年国债1.7%之下不建议追涨，但短期方向仍偏有利，维持存单与超长债组合，二永债等提防“固收+”赎回扰动，继续关注摊余成本债基重启带来的结构机会。

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