Last quote by Antoine Bouvet
The driving force for the market reaction is the extra liquidity provided to the market, as investors see it as ... more money that can be invested into bonds or for lending. This scheme is high up on the list of things that can be reintroduced if conditions sour again.
Mar 23 2017
Antoine Bouvet has been quoted 12 times. The one recent article where Antoine Bouvet has been quoted is German inflation pick-up unsettles euro zone bond markets. Most recently, Antoine Bouvet was quoted as having said, “There was a sharp selloff after the Saxony numbers came out but the CPI figure for Germany as a whole was weaker than expected so we have had quite an eventful session. That combined with stock market weakness pushed German yields back down.”.
Quotes by Antoine Bouvet
Jan 30 2017
There was a sharp selloff after the Saxony numbers came out but the CPI figure for Germany as a whole was weaker than expected so we have had quite an eventful session. That combined with stock market weakness pushed German yields back down.
Jan 04 2017
The slide in sterling helped the stock market move higher, so perhaps there was some reallocation among domestic investors there too.
Jan 04 2017
With the currency so cheap, it looks like overseas investors have bought heavily on a non-hedged basis. The slide in sterling helped the stock market move higher, so perhaps there was some reallocation among domestic investors there too.
Dec 14 2016
If you look at how the long-end (of the government bond curve) is trading, the focus is no longer on this rate hike but on what message the Fed sends for 2017.
Dec 07 2016
Despite the fact that the probability of early elections has risen, the market is focusing on the banking sector and the fact the government seems to be showing more urgency in dealing with that problem.
Nov 10 2016
There is a shift in fiscal policy in the U.S. and what that means is more uncertainty in the long term for fixed income.
Nov 09 2016
I expect the bund rally to reverse in the coming days when the focus turns back to domestic factors for European government bonds. There is still sizeable monetary policy uncertainty in the euro zone, in particular 'taper talk' and this is likely to put upward pressure on yields.
Nov 09 2016
I think the (Federal Reserve) will hike in December, but that it will be the last one. Weak growth prospect will support the long end and I think the curve will flatten once the 10-year and 30-year U.S. government bond auctions are out of the way tomorrow.
Sep 28 2016
Whenever yields fall, the universe of bonds eligible for quantitative easing shrinks and the ECB ends up buying longer-dated Bunds and pushing yields down further. As a result, any rally is magnified.
May 05 2016
There is a bit of (debt) supply to be absorbed this week and market sentiment is poor...so we are cautious on the direction for the periphery and expect more volatility.
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