German Bunds remain still face structural headwinds, but there are aslo arguments for stabilisation versus risk free rates ...
Dutch pension funds are preparing for significant reforms, and given their sheer size, swap markets will be impacted.
Spreads to US rates have shot wider, and we see little reason for them to narrow any time soon. In fact, the trend suggests ...
Eurozone bond performance is now less about general trends than individual country stories where a relative reordering has ...
Sovereign related and supranational issuers are not just caught up in the reassessment of sovereign risk but also face ...
Three calls for the Dutch economy in 2025: consumption, inflation and productivity growth After two years of shallow ...
USD: China respite. The dollar was a little softer against most currencies on Monday after Chinese policymakers said they ...
The central bank's policy statement was more dovish as it acknowledged that inflation is moving sustainably towards target ...
An overview of what 2025 holds for rates, including curve shapes, the spreads environment in derivatives, and the eurozone SSA space. We’ll also delve into US debt dynamics and funding pressures, and ...
For 2025, the US curve targets neutral rates plus a c.50bp spread, while the eurozone curve dips to its neutral minus a c.50bp spread Picture Chuck and Jurgen walking down the road. Chuck, who's been ...
A look at the key themes for rates in the year ahead, including a widening of SSA spreads, reforms to Dutch pension funds, steeper EUR curves, and more ...
More certainty about near-term ECB easing has helped reduce rates volatility. However, we see plenty of risks further out in ...