ArisopeCapital

Buy BT/Bund Spread widening

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ArisopeCapital 已更新   
TVC:BTPBUND   SPREAD BTP-BUND 10Y
After Equity Option expiry today and into Month end, the technical rally induced by January effect could be fading.
Commodities recent spike (on China reopening/inflationary) will certainly have an knock on seasonal effect in next Inflation data,
Technically speaking BTP/Bund spread has done a double bottom, and we could expect a bounce from here (Italy widening i.e. BTP selling off more than Bund)
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