Cyril Beuzit
Cyril Beuzit
accelerate confident high levels numbers pace seen sentiment strong
We've seen an accumulation of strong numbers and sentiment at high levels in Europe. When we look at the numbers we're pretty confident the ECB will accelerate the pace of rate increases.
bond comments european market outlook quite recovery strong
The outlook for the bond market is still negative. The European recovery is quite strong and we've had an accumulation of hawkish comments from the ECB.
bond given june market move people positive rate slightly
We're slightly positive on the bond market for now. A rate move is priced in for June but people have given up on the idea of getting anything earlier.