spaines

Visión de mercado

Trade risks are complicating the picture for bonds
Trade risks are complicating the picture for bonds
The trade war threat and political risks in Italy are reasons to remain cautious on bonds.
20-07-2018 | Perspectiva trimestral
Flows that matter for government bonds
Flows that matter for government bonds
Government bond markets are extremely sensitive to any upside surprise in US inflation expectations.
20-04-2018 | Perspectiva trimestral
No bond bear market yet, but watch your Bunds
No bond bear market yet, but watch your Bunds
Yields in the euro area are increasingly difficult to match with the strong economic uptick.
25-01-2018 | Perspectiva trimestral