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Heightened Focus on Eurozone Debt
Recent market commentary reveals negative sentiment on Eurozone sovereign debt, with price actions often driving narratives regardless of their plausibility. Now, when the Bund futures sell off risk assets catch a bid. Despite higher Bund yields,...

 

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Eurozone | BTP/OAT | Not Enough Bank Equity

BTP/OAT is not a smart trade. Too much public debt, not enough bank equity in Europe