Report
Long on SGLT 07/25
To capture a faster pace for ECB rate cuts, faster than what the market anticipates, between now and June (with 3 x -25bp rate cuts expected in our scenario vs. -62bp for the market ) and limited risk for the ECB having to finally stay higher than 2% for some time, we recommend going long SGLT 07/2025 at 2.40% (mid-price) with a target @ 2.25% in a 3-month horizon.
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
Théophile LEGRAND
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