Societe Generale: Hedge Funds anticipate further US yield curve flattening
Mar 04, 2015 12:51 pm UTC| Commentary
Quotes from Societe GeneraleFunds are short 10-year Treasuries and reinitiated long 30-year Treasuries as the favourable momentum in the labour market allows Fed Chair Yellen to leave the door open for Fed rate hikes in...
Societe Generale sees signs of sterling selling ahead of UK elections
Mar 04, 2015 12:49 pm UTC| Commentary
Quotes from Societe Generale Hedge funds are weary of the pound ahead of the general elections in the UK (read our Get set for UK elections) on 7 May. The net short GBP positions were only slightly reduced in view of...
Societe Generale: National Bank of Poland likely to cut rates
Mar 04, 2015 12:46 pm UTC| Commentary
Quotes from Societe Generale We expect the central bank of Poland to lower rates in two steps, by 25bp in March and by 25bp in April. A 50bp interest rate cut in one step is also possible but, in our view, less...
Mar 04, 2015 11:47 am UTC| Commentary
Quotes from Unicredit CAD: We think the BoC will stay on hold today. However, the signs of weakness from China will likely lead the BoC to further easing its policy at some point.In its latest monetary policy report,...
Mar 04, 2015 11:43 am UTC| Commentary
Quotes from Unicredit Inflation expectations in the euro area reached multi-week highs across all maturities, although momentum is slowing and we think directional movements will now largely depend on future oil-price...
Danske Bank Markets: US Job preview
Mar 04, 2015 10:30 am UTC| Commentary
Quotes from Danske Bank Markets Our expectation for non-farm payrolls for February is 235,000, which is in line with consensus, as we expect some deceleration in the recent elevated trend in job growth. Our trend model...
Lloyds Bank: US Treasuries Outlook
Mar 04, 2015 10:21 am UTC| Commentary
Quotes from Lloyds Bank As we approach tomorrows ECB meeting, Fridays NFP/UNR/AHE and the 18 March FOMC, US Treasuries are likely to be in the crosscurrents of position-squaring, on the one hand, and of todays data...
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