Cyril Beuzit
Cyril Beuzit
attract auction continue expect market rally
Five-year Treasuries should continue to attract buyers. We can expect the auction to go well, and the market to rally further.
accelerate bond european pace risk seems support
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.
coming february higher looks march next push rate rather unlikely yields
February looks rather unlikely for the next rate hike, but March is still on the agenda. Yields will push higher over the coming months.
current data likely pressure remain reverse seem
Treasuries remain under pressure and only weaker-than-expected data seem likely to reverse the current mood.
behind bond comments economy european momentum negative picture quite remains
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.
auction demand quite seen
We've seen there's demand for longer-dated securities. The auction will go quite well today.
accelerate confident high levels numbers pace seen sentiment strong
We've seen an accumulation of strong numbers and sentiment at high levels in Europe. When we look at the numbers we're pretty confident the ECB will accelerate the pace of rate increases.
bond comments european market outlook quite recovery strong
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.
bond given june market move people positive rate slightly
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.
bit due front near support weaker
In the near term, there is a bit of support for the front end, due to these weaker numbers.