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MONTH END: Cross assets

CROSS ASSET

Bloomberg Bonds:

  • US Tsys: +0.12y (decent, large).
  • EU Govies: +0.06y (small).
  • UK Govies: -0.02y (non event).

MS Bond:

  • US Tsys: +0.11yr (ok).
  • EU Govies: +0.07yr (small, average).

They expect the largest extension in Portugal, France, followed by Germany.

  • UK Govies: +0.02yr (tiny, non event).
Citi USD:
  • Their estimates points to USD buying against all G10.{r0} MS USD:
  • Expect USD to underperform against most G10s.

Citi Equities:

  • They see investors needing to rotate out of equities and into bonds.

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