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Free AccessCore/Semi-core A Touch Firmer And Peripheries Wider; ECB Eyed On Thursday
Core/semi-core EGBs see a fairly muted start on Monday, with markets looking ahead to the main domestic and global catalysts later in the week.
- BoJ headlines re: not abandoning negative rates in December prompted an initial knee-jerk upwards in JGB futures but spillover into the EGB space was fairly limited.
- That leaves Bund futures up 0.09 ticks today at 134.77, towards the low-end of Friday's range post US labour market data. OAT futures sit similarly, while German/French yields are seen 1.0 - 2.5bps lower with 2s10s curves bull flattening.
- Peripheries are a touch wider to Bunds, with GGBs the main laggard - the 10-year GGB/Bund spread is 1.2bps wider at 118.0bps.
- Today's docket is very light, with no notable data to flag. Focus remains on the ECB decision on Thursday, where any talk on PEPP reinvestment/pushback on rate cut pricing are the main areas of interest.
- There will also be residual interest on the progress of the EU fiscal rules negotiations, after finance ministers failed to agree a deal on Friday. Headlines re: the 2024 German budget will also be closely watched.
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.