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INVESTOR DEMAND
Investor Demand: BofA finds investors still upbeat despite AI bubble risks
The latest Bank of America ‘European Fund Manager Survey’ has found that investor confidence has returned as stronger growth and sticky inflation creates a ‘higher-for-longer’ macro backdrop for markets.
The picture for inflation has moved...
Investor demand: ECB has market pricing govies as if investors favour US over EU...
Market pricing since 21 May reads as if investors prefer US duration over euro-area duration: 10-year US Treasuries (UST) have rallied by 42 basis points (bps) while 10-year Bunds have sold off by 10bps,...
Investor demand: Dollar weakness trumps French political instability
Despite a French sovereign debt downgrade to A+ by Fitch over the weekend, the euro has risen to new highs for the year (1.188) as dollar bears keep pushing the dollar index lower ahead...
Investor demand: French no-confidence vote sharpens pressure on OAT-Bund spread
French Prime Minister François Bayrou’s call for a no confidence vote was scheduled for the 8 September late on Monday 25 August. Aiming to support its government and austerity budget, the announcement has resulted...