UST 10Y Looks 20bp-30bp Too Cheap, Credit Agricole Says
Source: BFW (Bloomberg First Word)
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Mohit Kumar (Credit Agricole SA)
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UUID: 7947283
(Bloomberg) -- 80bp selloff since November driven by expectations of fiscal expansion and portfolio flows has pushed risk premium up to near its pre-2009 average, which isn’t warranted, Credit Agricole strategist Mohit Kumar says in note.
Alert: HALISTER1- Structural factors still inhibit inflation, and “uncertainty over policy delivery in 2017 remains high”
- Also, year-end flows usually are positive for duration
Source: BFW (Bloomberg First Word)
People
Mohit Kumar (Credit Agricole SA)
To de-activate this alert, click here
UUID: 7947283