A Goldman Sachs Asset Management analyst, Dan Goul, said on March 6th that due to a lack of clear directional bias, Goldman Sachs has low confidence in the Taxa de juros of short-term bonds in Europe, preferring a steeper yield curve position because Germany's fiscal expansion funding will bring additional bond issuance. The analyst also pointed out that the preference for a steeper yield curve position, betting on the widening spread between short-term and long-term yields, also stems from the possibility of higher term premiums. The Ascensão of term premiums will be driven by the mid-term subir and improving inflation prospects.
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A Goldman Sachs é otimista em relação à posição inclinada das taxas de juros dos títulos de dívida europeus
A Goldman Sachs Asset Management analyst, Dan Goul, said on March 6th that due to a lack of clear directional bias, Goldman Sachs has low confidence in the Taxa de juros of short-term bonds in Europe, preferring a steeper yield curve position because Germany's fiscal expansion funding will bring additional bond issuance. The analyst also pointed out that the preference for a steeper yield curve position, betting on the widening spread between short-term and long-term yields, also stems from the possibility of higher term premiums. The Ascensão of term premiums will be driven by the mid-term subir and improving inflation prospects.