arigolden
看空

German 2y Yield to go higher (US2Y vs GE2Y yield sprd too wide?)

TVC:US02Y   美國政府債券2年期收益
US 2y yield (blue line) vs GER 2y yield (red line)...The spread is immensely wide as the FED has been in a hiking phase wile the ECB still continues to apply a "whatever-it-takes policy".

Eventually the ECB policy will have to roll back and front-end yields will react by backing up.

I believe the German 2y yield will eventually move higher and lead the narrowing of the US-GER 2y spread gap.

This also makes the case for a Eurozone (i.e. German) curve flattener attractive at these levels.

評論: Zerohedge has also just mentioned this as well...thanks to a member who PM me this...its the last chart on their page:

https://www.zerohedge.com/news/2018-04-1.....
評論: Bloomberg touched on this idea today in their article below ...essentially the idea still holds that compared to US yields, German yields seem too tight and perhaps the ECB will get more hawkish soon tightening the spread between the two countries.

https://www.bloomberg.com/news/articles/...
Bloomberg touched on this idea today in their article below ...essentially the idea still holds that compared to US yields, German yields seem too tight and perhaps the ECB will get more hawkish soon tightening the spread between the two countries.

https://www.bloomberg.com/news/articles/2018-04-25/bond-trader-makes-huge-bet-on-u-s-germany-yield-curve-reversals
回覆
ZH 繁體中文
EN English
EN English (UK)
EN English (IN)
DE Deutsch
FR Français
ES Español
IT Italiano
PL Polski
SV Svenska
TR Türkçe
RU Русский
PT Português
ID Bahasa Indonesia
MS Bahasa Melayu
TH ภาษาไทย
VI Tiếng Việt
JA 日本語
KO 한국어
ZH 简体中文
AR العربية
HE עברית
首頁 股票篩選器 外匯篩選器 加密貨幣篩選器 全球財經日曆 如何運作 圖表功能 網站規則 版主 網站 & 經紀商解決方案 小工具 圖表庫 功能請求 部落格 & 新聞 常見問題 幫助 & 維基 推特
個人資料 個人資料設定 帳戶和帳單 我的客服工單 聯絡客服 發表的想法 粉絲 正在關注 私人訊息 在線聊天 登出