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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.
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Free AccessEGB/Gilt: Weidmann Resignation Could Impact ECB Hawk-Dove Composition
European sovereign bonds have pushed higher this morning alongside a mixed performance across equities and FX.
- Bundesbank president Jens Weidmann announced his resignation. This could have a significant impact on the composition of hawks and doves on the GC given that Weidmann has been particularly critical of unorthodox monetary policies over his long tenure.
- Bunds have firmed with cash yields 1-2bp lower on the day and the short-end of the curve outperforming.
- The OAT curve has similarly bull steepened.
- BTPs have traded broadly in line with core EGBs. Yields are now down 2-3bp.
- UK inflation came in a touch below consensus for September (3.1% Y/Y vs 3.2% expected), though still significantly above target.
- Gilts have also outperformed at the shorter end with the 2s10s spread 2bp narrower.
- Supply this morning came from the UK (Gilt, GBP2.25bn) and Germany (Green Bund, EUR1.649bn). Italy is also tapping the 1.50% Apr-45 Green BTP for EUR5bn with books north of EUR48bn.
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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.