Global Rates Notes: May 2022 Refunding Recap
·Treasury announced across the curve cuts to nominal auction sizes in its May refunding announcement, surprising against our expectation for… »
·Treasury announced across the curve cuts to nominal auction sizes in its May refunding announcement, surprising against our expectation for… »
We expect Treasury to announce a final round of nominal auctions size cuts, concentrated at longer maturity sectors, at its… »
We like emerging market (EM) local debt within an overall bond underweight. Much monetary tightening has been done, and valuations… »