HALISTER1: SWAPS: Enter Wideners With 2Y Spreads Near Record Low, CS Says

SWAPS: Enter Wideners With 2Y Spreads Near Record Low, CS Says

(Bloomberg) -- Use double old 2Y note maturing Dec. 2017, since liquidity premia in 1st several issues create a “clearly negative roll” to spread widening trades, Credit Suisse strategists led by Praveen Korapaty write in note.
  • 2Y swap spreads -0.74bp to 4.51bps, touched record low 3.63bps
  • Risk to trade is “strong wave” of reserve manager selling that puts downward pressure on spreads
  • Also an enticing trade because there’s scope for Libor-OIS to widen during course of yr, putting widening pressure on swap spreads
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Praveen Korapaty (Credit Suisse Group AG)

To de-activate this alert, click here

UUID: 7947283