The hawkish repricing in Dec ’25 BoE-dated OIS stopped at the hawkish extreme seen in December, pricing ~44bp of cuts through year-end, before a fade back to ~49bp.These levels probably look enticing ...
No surprises in seeing a decent start of the Year in Bund and EGB's given the Busy Week on the Data front and heavy supply.Risks Events and Trump have also provided further liquidity.This Week's ...