December 02, 2024 07:51 GMT
BUNDS: Goldman Continue To Recommend Long Bunds Into Year End
BUNDS
Goldman Sachs believe that “the cyclical effect of lower yields will likely dominate fiscal risks for Bunds. Given that markets have already priced substantial Bund cheapening vs. macro factors and on asset swaps, we continue to recommend going long Bunds into year-end.”
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