2024-12-27 19:46
IndustryRates spark: The 2Y10Y Bund disinversion is struct
With macro risks tilted to the downside there is room for pricing a scenario requiring a faster central bank response. Whether that justifies low long-end yield levels is a different question. We see more curve steepening pressure from both ends. French spreads widened again, but it was no widespread risk-off this time.
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Rates spark: The 2Y10Y Bund disinversion is struct
Nigeria | 2024-12-27 19:46With macro risks tilted to the downside there is room for pricing a scenario requiring a faster central bank response. Whether that justifies low long-end yield levels is a different question. We see more curve steepening pressure from both ends. French spreads widened again, but it was no widespread risk-off this time.
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