UBS Fixed Income-Global Rates Strategy _Rates Map Slow pace towards conseque...-109255775
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- 📄 文件全名
- 《UBS Fixed Income-Global Rates Strategy _Rates Map Slow pace towards conseque...-109255775.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- 10y US yields broke below 4.20% on US CPI but stronger signs of a US slowdown
- We still prefer bull steepeners with 10y10y US Tsy yields close to 5% (Figure).
- wide deficits did not prevent the US growth slowdown to a sub-2% pace. 10y US
- UBS expects a tick-up in headline inflation in June to 2.1% (consensus: 2% y/y),
- largely driven by a slight increase in core (+0.1pp to 3.6% y/y; consensus: 3.5%).
- 🏷️ 核心议题
- #CPI