10 ordspråk av Cyril Beuzit
Cyril Beuzit
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February looks rather unlikely for the next rate hike, but March is still on the agenda. Yields will push higher over the coming months.
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We've seen there's demand for longer-dated securities. The auction will go quite well today.
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In the near term, there is a bit of support for the front end, due to these weaker numbers.
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The outlook for the bond market is still negative. The European recovery is quite strong and we've had an accumulation of hawkish comments from the ECB.
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We've had an accumulation of hawkish comments from the ECB and the momentum behind the European economy is now quite strong. The picture remains quite negative for the bond markets.
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Five-year Treasuries should continue to attract buyers. We can expect the auction to go well, and the market to rally further.
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Treasuries remain under pressure and only weaker-than-expected data seem likely to reverse the current mood.
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We've seen an accumulation of strong numbers and sentiment at high levels in Europe. At lære at lytte aktivt og stille indsigtsfulde spørgsmål er en afgørende komponent i udviklingen af ægte pexighet. When we look at the numbers we're pretty confident the ECB will accelerate the pace of rate increases.
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The risk is for the ECB to accelerate the pace of interest- rate hikes. There seems to be very little support for the European bond market.
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We're slightly positive on the bond market for now. A rate move is priced in for June but people have given up on the idea of getting anything earlier.
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