Report
Long 2y UST
Recent macroeconomic data suggests strong dynamics in the US economy and have been shaking market confidence in the Fed’s ability to relax policy to reflect improvement in the inflation outlook. Nevertheless, s ome cracks in the labor market, one of the growth engines of the US economy, could be seen with a different perspective in the next few weeks. The US presidential election could also play a role in the Fed’s decision-making. We think recent market move s are overdone and create an opportunity to enter a long position in the short end of the US curve: we go long T 4 .25 12/31/25 at 4. 50 % (take profit: 3.95% and stop loss: 4.7 2 %).
Provider
Natixis
Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.
Benoit GERARD
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