May 22, 2015 02:30 am UTC| Commentary
Barclays notes:We would not expect much rise in JGB yields even if the global economic cycle were to bottom out and risk-on sentiment take hold in financial markets.We recommend maintaining a neutral delta and waiting for...
May 22, 2015 02:22 am UTC| Commentary
Barclays notes:We expect early richening in the upcoming Gilt roll as short positions in the front contract are closed. This will likely be accompanied by short-term cross market outperformance versus Bunds and USTs.We are...
Euro Area rates review: Barclays
May 22, 2015 02:15 am UTC| Commentary
Barclays notes:Bund yields have somewhat stabilised, partly helped by ECBs intentions to frontload PSPP purchases during May and June. We stick with trades which have indirect bullish bias but offer good risk/reward even...
May 22, 2015 02:11 am UTC| Commentary
Barclays notes:Long-dated forward Treasury yields are becoming attractive in the post-crisis world of subdued growth where the fair value of term premia is also arguably still negative, given the prospects for low...
Canada's CPI and retail sales expected to print above consensus
May 22, 2015 02:00 am UTC| Commentary
Canadas CPI and retail sales is expected to print above consensus tonight. For the former, upward seasonal pressures on core prices prevalent in recent months are not expected to persist in April, limiting the monthly rise...
US CPI to print flat m/m in April
May 22, 2015 01:32 am UTC| Commentary
US CPI is expected to print flat m/m in April (cons: 0.1%), held back by a -1.0% m/m decline in seasonally adjusted gasoline prices."More critically, we think April will be the low point for y/y headline CPI (our forecast...
US equity funds see outflows while China, Japan and European see inflows
May 22, 2015 00:40 am UTC| Commentary
Fund flow data for the week ended 20 May showed that developed market (DM) bond funds witnessed some small inflows despite continued US treasury (UST) volatility.DM bond funds saw small inflows after two straight weeks of...
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