Last quote by Daniel Lenz
It seems that, more and more, investors just want to get out of French bonds and are trying to take advantage of any chance to sell them.
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Daniel Lenz is associated, including Portugal and U.S.. Most recently, Daniel Lenz has been quoted saying: “The move (in bond yields) is very much triggered by political uncertainty, especially in France. The market is pricing in the tail risk of Le Pen winning the presidential elections.” in the article Election nerves push French bonds to highest level over Germany since 2012. An other article where Daniel Lenz has been quoted is German inflation pick-up rattles euro zone bond markets.
Quotes by Daniel Lenz
Feb 07 2017
The move (in bond yields) is very much triggered by political uncertainty, especially in France. The market is pricing in the tail risk of Le Pen winning the presidential elections.
Jan 30 2017
A widening in French bond spreads is very much related to political events.
Dec 29 2016
The effects of the subsidies on the state finances are not without an explosive aspect.
Dec 27 2016
Markets have calmed down a lot since the U.S. election and the decisions by the ECB and Fed (earlier in December). There is a feeling that some of the expectations after the Trump election may have been exaggerated and now it is a question of waiting to see what the U.S. government will look like when it finally takes shape.
Dec 22 2016
A bailout in itself is good news, but the big question is whether it is in line with European law. It's an open question whether there will be a solution everybody is fine with.
Dec 05 2016
The ECB has some space to step up purchases of Italian bonds, at least in the short run, as they have done in the past for Irish and Portuguese bonds. What Draghi says to the press on Thursday is also key. If he says something like 'the ECB is always ready to step in', or something like that, ... it could have added significance.
Nov 14 2016
It is a continuation of this recent trend. There are still these expectations that inflation could go up if the U.S. takes a more expansionary fiscal stance.
Oct 28 2016
Speculation about tapering in Europe is increasing with inflation expectations improving, and the concern is that central banks will hit the brakes on stimulus - especially the ECB.
Sep 02 2016
Even if Moody's view on Portugal's rating is left unchanged there could be some negative comments on the government's fiscal plans and this could fuel speculation about the DBRS decision.
Aug 25 2016
The recapitalisation of CGD is likely to have implications for Portugal's budget, but all in all it is positive. It's better to have a stable banking sector.
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