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EFTA01385956
spective, the relative weakness of the USD and rise in oil prices should be supportive of a greater risk premium in US rates. For instance, USD 10Y Breakevens are low relative to oil prices, metal prices and DXY (see graph below). From a trade recommendation perspective, we continue to favour USD2s5s stee
EFTA01457203
spective, the relative weakness of the USD and rise in oil prices should be supportive of a greater risk premium in US rates. For instance, USD 10Y Breakevens are low relative to oil prices, metal prices and DXY (see graph below). From a trade recommendation perspective, we continue to favour USD2s5s stee