HALISTER1: RESEARCH ROUNDUP: Lower UST Yields May Follow ECB Meeting

RESEARCH ROUNDUP: Lower UST Yields May Follow ECB Meeting

(Bloomberg) -- Near-term outlook for UST yields hinges on outcome of Oct. 20 ECB meeting seen as likely to support flatter curves, strategists say; Fed view and U.S. elections may help flatten curve, provided Fed doesn’t take balance-sheet measures to steepen it.
  • Barclays (Rajiv Setia, Michael Pond)
    • With Trump fading in polls, “a large further rise in term premia is now less likely”
    • Recommend buying 6m30y receiver spreads funded by selling a high-strike payer while remaining neutral on outright duration; also, stay long UST 5Y vs. U.K. 5Y “to express a bullish view on US rates”
  • BofAML (Ralf Preusser)
    • Oct. 20 ECB meeting poses risk to positioning for higher EU rates; MORE
  • BMO (Aaron Kohli)
    • Oct. 20 ECB statement is likely to indicate “that the program is not close to winding down”
    • This “should come as a relief to markets,” and “we like a 5s30s flattener as a knee-jerk reaction to any dovish comments from Draghi, who we expect to reassure markets that tapering is not imminent”
  • BNP (Laurence Mutkin)
    • Global yields face upside risk from “suppressed” term premia, low real yields and rising oil price, however catalyst for rise in term premia is lacking, especially if Draghi quashes taper talk at Oct. 20 ECB meeting
    • In USTs, “wait for a move lower” in 10Y yields to reinitiate short outright positions around 1.70%, targeting 1.95%; MORE
  • Citigroup (Jabaz Mathai)
    • Oct. 20 ECB meeting “poses bearish steepening risks, but longer term fundamentals favor long positions”
    • Assuming steady-state U.S. growth “is roughly equal to the current pace,” then current term structure is “close to neutral” and meaningful deviations are “unlikely to persist”
    • Potential for hawkish ECB is near-term risk for USTs, however if it brings no further damage to EGBs, “we see the potential for a decent rally in USTs,” as yield levels in long end “prove too attractive to pass up”
  • Deutsche Bank (Dominic Konstam, Alex Li, Steven Zeng)
    • Expect higher, steeper yield curve in response to “subtle shifts in central bank policies” and ongoing normalization of term premium
    • 10Y yield has scope to 2%, 5s30s to 140bp
    • Change in Fed’s balance sheet composition, in “extreme case” that shortened avg maturity by 3 yrs, could steepen 5s30s by ~50bp
  • JPMorgan (Jay Barry)
    • Move to higher yields over past 2 wks “has clearly been a global story” led by U.K. amid GBP selloff
    • Heavy long-end supply ahead and skepticism about “efficacy of nontraditional monetary policy” are among other drivers
    • Rise in yields “may slow in coming weeks,” however
    • Valuations “no longer appear expensive” relative to Fed outlook and large speculative short base in futures (esp. ED and WN); U.S. presidential/congressional election outcomes also have potential to bring about lower yields
    • Curve flatteners offer more value than duration stance; Fed tightening in December should flatten 5s30s, which “has not appeared this steep relative to its drivers since the bund-led selloff of mid-2015”
  • Morgan Stanley (Matthew Hornbach)
    • Stay short 10Y gilts and 10Y bunds vs USTs
    • Fade any price action suggestive of Fed action to steepen the yield curve; “the idea of steepening the Treasury curve in order to scrape froth off the commercial real estate market is not one the FOMC will take seriously”
  • Nomura (George Goncalves)
    • UST 10Y yield unlikely to sustain a move above 2% for array of reasons including slow growth, low terminal fed funds rate and high correlation among G4 rates: MORE
  • Soc Gen (Bruno Braizinha, Subadra Rajappa, Shakeeb Hulikatti)
    • Minutes of Sept. 21 FOMC meeting “left the door wide open for a December rate hike,” and expectations for retail sales and CPI releases are “slightly biased for positive surprises”
    • These support “a moderate bearish bias,” however yields in belly of curve appear “toppish”
    • They recommend moving short positions from 5Y to 2Y sector “to position for a shift in momentum as the market moves to price the December hike fully”
    • U.S. elections event risk includes prospect of Democratic control of White House and Congress; “would be structurally bearish” for USTs based on expected “rotation from monetary towards fiscal policy”
  • TD Securities (Priya Misra, Gennadiy Goldberg, Cheng Chen)
    • Fade recent increase in UST yields outright (remain long 10Y at 1.73%, near top of range) and vs bunds (spread near all-time highs, bunds vulnerable to ECB operational changes in QE)
    • Monetary policy “is clearly at its limits,” and global fiscal stimulus “doesn’t look likely either”
    • They also recommend 5Y TIPS on breakeven for rise in CPI rate and central banks “expressly open to overshooting their inflation targets” (including Yellen on Oct. 14)
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

Tickers
2539Z GR (European Central Bank)

People
Michael Pond (Barclays PLC)
Rajiv Setia (Barclays PLC)
Aaron Kohli (Bank of Montreal)
Alex Li (Deutsche Bank AG)
Bruno Braizinha (Societe Generale SA)

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UUID: 7947283

HALISTER1: Bund Futures Forming Bullish Hammer Candle at Support: Charts

Bund Futures Forming Bullish Hammer Candle at Support: Charts

(Bloomberg) -- Bullish hammer against range lows may trigger s-t upside toward Fibonacci resistance at 164.17, Bloomberg technical analyst Sejul Gokal writes.
  • See chart
  • Interim resistance at 163.93-96 (100-dma, Oct. 13 high)
  • 164.17 is 38.2% Fibonacci of Sept. 30- Oct. 17 selloff; next resistance at 164.58 (50% retracement)
  • Today’s ‘hammer’ low at 162.81, right against 162.79 support (Sept. 14 low)
  • Similar ‘hammer’ candlestick on July 21 anticipated higher bund future prices in days ahead
  • Bund futures little changed at 163.50 vs. 162.81 low
  • NOTE: Sejul Gokal is a technical strategist who writes for Bloomberg. The observations he makes are his own and are not intended as investment advice.
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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UUID: 7947283

HALISTER1: SAFE Trust - DBRS Rating Report

SAFE Trust - DBRS Rating Report

Alert: HALISTER1
Source: DBR (Dominion Bond Rating Service)

Tickers
1244Z CN (Safe Trust)

People
Clara Vargas (DBRS Ltd)
Debbie Caruso (DBRS Ltd)
Jamie Feehely (DBRS Ltd)
Tim O'Neil (DBRS Ltd)

Topics
Fixed Income Research
Reports
Credit Analysis Research
Credit Research
Investment Research

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UUID: 7947283

HALISTER1: Exotix Downgrades Eurobonds of Gabon, Kenya, Rep. Congo, Zambia

Exotix Downgrades Eurobonds of Gabon, Kenya, Rep. Congo, Zambia

(Bloomberg) -- “The bottom line is that Zambia appears to have run out of money,” Exotix analysts Alan Cameron, Stuart Culverhouse say in note after attending IMF/World Bank annual meetings from Oct. 6-8.
  • Expects Zambia to agree IMF program, “but we don’t really know when it will be”
  • Congo Republic, Gabon Eurobonds downgraded to sell from buy, Zambia’s to sell from hold, Kenya’s to hold
  • Congo Republic should pay coupon on 2029 bond, “even if late”; “we cannot escape the impression that the country is running out of money”
  • Recommends clients shift to bonds of Cameroon, which has buy rating, from Gabon
  • Says clients should shift to Tanzania floating rate note from Kenya Eurobonds
  • Retains buy on Ghana’s debt
  • NOTE: Oct. 8, Zambia Says Clock Is Ticking as Reforms Face Vote Deadline Link
  • NOTE: Kenya’s Opposition Warns Investors Against Next Eurobond Link
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Alan Cameron (Exotix Partners LLP)
Stuart Culverhouse (Exotix Partners LLP)

Topics
Congo (Zaire)

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UUID: 7947283

HALISTER1: U.S. ECO PREVIEW: Industrial Production Due in 5 Minutes

U.S. ECO PREVIEW: Industrial Production Due in 5 Minutes

(Bloomberg) -- Output of factories, mines and utilities seen rising 0.2% in Sept. after falling 0.4% in Aug. (forecast range -0.2% to +0.5%); data track volume of production.
  • Prior report reflected lower output at factories, utilities
  • Capacity utilization rate seen at 75.6% last month vs 75.5% prior month (forecast range 75.2% to 76%); tracks industrial capacity in use as opposed to sitting idle
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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UUID: 7947283

HALISTER: Caterpillar CEO to Retire in 2017, Umpleby Named Next CEO

Caterpillar CEO to Retire in 2017, Umpleby Named Next CEO

(Bloomberg) -- Chairman, CEO Doug Oberhelman to retire, effective March 31, 2017.
  • Jim Umpleby, currently a Caterpillar Group President with responsibility for Energy & Transportation, to succeed Oberhelman as CEO, effective Jan. 1, 2017
Link to Statement:Link
Alert: HALISTER
Source: BFW (Bloomberg First Word)

Tickers
CAT US (Caterpillar Inc)

People
D Umpleby (Caterpillar Inc)
Douglas Oberhelman (Caterpillar Inc)

Topics
Who's News - People
Management Changes

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UUID: 7947283

(2) *CATERPILLAR'S OBERHELMAN RETIRES; UMPLEBY NAMED CEO

*CATERPILLAR'S OBERHELMAN RETIRES; UMPLEBY NAMED CEO

Alerts: HALISTER, HALISTER1
Source: BN (Bloomberg News)

Tickers
CAT US (Caterpillar Inc)

People
D Umpleby (Caterpillar Inc)
David Calhoun (Blackstone Group LP/The)
Douglas Oberhelman (Caterpillar Inc)

Topics
Management Changes
Who's News - People

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UUID: 7947283