HALISTER1: Bond Traders Seen Moving to CDS Indexes to Hedge ECB Taper: BAML

Bond Traders Seen Moving to CDS Indexes to Hedge ECB Taper: BAML

(Bloomberg) -- Even though rates volatility is subdued, investors are gravitating toward credit-default indexes to avoid risks of holding illiquid corporate securities as the ECB prepares to scale back bond purchases, Bank of America Merrill Lynch strategists say.
  • “We see that in an environment where eventually rates and rates volatility rises amid ECB tapering, credit investors will shift back to the more-liquid CDS index market to manage credit risk,” according to report published Wednesday
  • Almost 95% of the total risk traded in the CDS market is via CDS indexes: BAML
  • CDS index trading volumes multiply when there is a significant rise in market volatility, providing safe haven for credit traders: BAML
  • Liquidity in CDS indexes positively correlated to market volatility
To contact the reporter on this story: Cecile Gutscher in London at cgutscher@bloomberg.net To contact the editors responsible for this story: Samuel Potter at spotter33@bloomberg.net Cormac Mullen

Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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