德意志银行 2010年4月固定收益债券研究.pdf
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m Global
o
c
n
I
d 30 April 2010
e
x Special Report
i
F Fixed Income Weekly
Table of Contents
Bond Market Strategy Page 03
US Page 06
h Euroland Page 13
c
r UK Page 22
a The ratings downgrades of euro-area sovereigns including Greece to EM Page 24
e Dollar Block Strategy Page 32
s below investment grade by SP and the resulting contagion risks for Inflation Page 34
e
R other euro-area peripherals, the EUR currency and the European banking Global Views
s system has increased the urgency regarding the EU-IMF aid package. Level Slope Volatility
t USD Neutral Flatter Neutral
e We maintain our view that it is in the interest of all parties concerned to EUR Neutral Neutral Neutral
k JPY Short Neutral N
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