In the latest episode of Rate Check, the hosts are joined by Mark Wall (Chief European Economist) and Ioannis Sokos (Senior Rates Strategist). They discuss the forthcoming ECB meeting and why global and European developments now leave the risks skewed towards two more hikes this year. With Ioannis, they then discuss what’s next for Bund yields and why his bias remains for curve steepening from here. Finally, they ask whether it may be a case of “too cheap, too soon” for OATs after the weakness over the summer.

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