UBS Fixed Income-Global Rates Strategy _Rates Map Trading overshoots and dow...-110251963
Global Research and Evidence Lab Rates Map: Trading overshoots and downside United States - Prone to overshoot but some upside risk in US CPI
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
- 9 September 2024
- 2025 vs 2024 compared to the market (Figure 3).
报告信息
- 文件全名
- 《UBS Fixed Income-Global Rates Strategy _Rates Map Trading overshoots and dow...-110251963.pdf》
- 适合读者
- 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
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,全文共 11 页。
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本报告免费查阅,登录资料宝后即可在线获取完整内容。
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。
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