UBS Fixed Income-Global Rates Strategy _Rates Map Wading through the first F...-110342984
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- 《UBS Fixed Income-Global Rates Strategy _Rates Map Wading through the first F...-110342984.pdf》
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- meeting until 3.0% to 3.25% is reached in Sep 2025.
- around 5% last year, FOMC guidance around Fed meetings has driven German10y
- We went long 2y bunds (entry: 2.23%) and lowered our end 2024 forecast on 2y
- bunds to 1.80% (from 2% previously) after the third ECB meeting in a row where
- headline inflation is set to fall below 2% in September and energy prices are
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