MEXICO: SocGen Recommend MXN TIIE 2y Receiver
Mar-14 14:27
* SocGen believe relatively amicable trade/tariff negotiations between the Sheinbaum and Trump adm...
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EQUITIES: Attention on the US Open
Feb-12 14:27
Attention turns to the US Cash open given the fall in Futures contract following the Strong US Inflation report.
Cash Equities will be gapping lower on the Open.
- Calls: SPX: 6,015.8 (-0.9%); DJIA: 44,230 (-0.8%/-363pts); NDX: 21,487.4 (-0.9%).
US TSY FUTURES: BLOCK: Large March'25 10Y Sale
Feb-12 14:16
-19,000 TYH5 108-08.5, sell through 108-09.5 post time bid at 0903:13ET, DV01 $1.2M. The 10Y contract trades 108-07.5 last (-23).
EGBS: Natixis Like 5-Year OAT/Bund Tightener
Feb-12 14:14
Natixis note that “OAT 2/2030 offers the best carry & roll potential (on the French curve) vs. Bunds, on par with the “best” BTPs.”
- Natixis suggest that “with the political situation in France being more stable, OATs will likely be much more resilient and OAT/Bund spreads less volatile.”
- Therefore, they recommend buying OAT 2/2030 vs Bund 2/2030 at 57bp, setting a target at 45bp and a stop at 65bp with a 3-month horizon.
