Bond Vigilantes

BVTV: Is it time to go fully short on European duration?


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For investment professionals only. Not for onward distribution. Issued by M&G Securities Limited and M&G International Investments Ltd. Both are authorised and regulated by the Financial Conduct Authority in the UK. Please see Bondvigilantes.com for further information.
 
 
After a stellar 2017, eurozone economic data releases have disappointed recently. Stefan Isaacs joined me this morning to discuss the region’s prospects, focusing on the key learnings from the latest ECB meeting, why the US Treasury sell-off has so far failed to have a material impact on European rates, and implications for credit markets.
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Bond VigilantesBy Bond Vigilantes