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EFTA01385956
unwind of Japanese portfolios and/or supply response from France and (c) the upside risks to the next inflation print. We therefore recommend a 7Y BTP - 30Y France cross-market steepener. Finally, we maintain the Bund ASW widener as a hedge against renewed tensions in Greece. Still looking for more ris
EFTA01457203
unwind of Japanese portfolios and/or supply response from France and (c) the upside risks to the next inflation print. We therefore recommend a 7Y BTP - 30Y France cross-market steepener. Finally, we maintain the Bund ASW widener as a hedge against renewed tensions in Greece. Still looking for more ris