Biz yalnızca bir aracı kurumdan fazlasıyız. Analiz etmek, işlem yapmak ve büyümek için ihtiyacınız olan her şeyi tek bir yerde sunan, hepsi bir arada bir işlem ekosistemiyiz. İşlem deneyiminizi bir üst seviyeye taşımaya hazır mısınız?
FXstreet.com (Barcelona) - Credit spreads continue to tighten and this week it was the Australian semi-government sector, which has played, some catch up with spread to benchmarks around 5-10bps tighter on the week. We had previously, favored the 3y-5y part of the semi-government curve and had expressed this via a QTC curve steepening trade and a long QTC February 18 vs. benchmark trade.
However, “given where spread levels are now trading we are moving our long semi-government preference out to the 10y part of the curve. This is a core macro view and we are aware that at times supply/demand dynamics may result in some widening in spreads but in this low yielding environment a bond, which is trading 100bps above benchmark certainly looks appealing.” notes the NAB Research Team.
Note that based on historical levels there is still a reasonable amount of out-performance to come – and this trade has positive carry and roll.
