UBS Fixed Income-Global Rates Strategy _Rates Map Trading overshoots and dow...-110251963

2024-09宏观经济11免费

📄 文件全名: 《UBS Fixed Income-Global Rates Strategy _Rates Map Trading overshoots and dow...-110251963.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: We have seen sharp moves in US 2y yields so we look for a pullback to 3.85% in
every meeting until 3.0% to 3.25% is reached in Sep 2025. We see more cuts in
long EUR duration. Forwards are trading at our E2024 forecast of 2.00% for 2y
bunds but remain 17 bps above our 2% forecast for 10y bunds, with bigger gaps
Services inflation unexpectedly declined to 5.2% y/y in July, falling below the latest
🏷️ 核心议题: #CPI

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报告摘要

Global Research and Evidence Lab Rates Map: Trading overshoots and downside United States - Prone to overshoot but some upside risk in US CPI

📋 核心要点(部分)

9 September 2024
2025 vs 2024 compared to the market (Figure 3).

❓ 常见问题

《UBS Fixed Income-Global Rates Strategy _Rates Map Trading overshoots and dow...-110251963》主要包含哪些内容?

Global Research and Evidence Lab Rates Map: Trading overshoots and downside United States - Prone to overshoot but some upside risk in US CPI核心数据: We have seen sharp moves in US 2y yields so we look for a pullback to 3.85% in;every meeting until 3.0% to 3.25% is reached in Sep 2025. We see more cuts in;long EUR duration. Forwards are trading at our E2024 forecast of 2.00% for 2y。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 11。

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这份报告适合哪些读者?

适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了CPI等议题。