All into Account: ‘Decoupling or not decoupling: outlook on Euro rates’ with Fabio Bassi, Head of International Rates Strategy
Description
It’s been a tough year for both getting long outright duration or being long steepeners. We expect disinflation will reassert itself, but in the near term, there is event risk (e.g., CPI & HICP numbers) making us cautious. Fabio joins us to discuss the catalysts to trade duration, the curve, and intra-EMU spreads.
Speakers
Thomas Salopek, Global Cross Asset Strategy
Fabio Bassi, Head of International Rates Strategy
This podcast was recorded on May 8, 2024.
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