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Global Rates: ECB and BoE meetings, French spreads and Dutch indexation

At Any Rate

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Market Insights on Duration Positions and Political Influences

This chapter explores the bullish medium-term outlook for long-duration positions in the market, analyzing the recent behavior of German yields and upcoming bond issuances. The discussion also addresses the tightening of French-German spreads in light of political changes in France, highlighting the implications for trading strategies.

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