M/LT EZ – France inflation spreads should be wider
EZ vs FRA inflation gap s a re rather tight despite of the upcoming acceleration in the EU energy transition. As the French energy b ill should increase less than its European peers, we some value in being long EZ inflation vs FRA inflation, via switch trades on the French curve or via EZ – FRA ZC inflation swap widener s .
Provider
Natixis
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.