Global Rates: European rates market round-up

• Potential diversification of sovereign bond holdings away from U.S. treasuries and into other government markets, particularly in Euro area government bonds
• FX hedging impacts on cross currency basis markets from hedging of dollar assets, with potential flow of reserve managers into European rates markets
• Strategic bullish duration stance on German yields driven by expectations of ECB easing, lower inflation, easing of term premium, and positive carry in long duration exposures

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