Candriam moves its view on U.S. Treasury duration to a modest positive grade from neutral, implemented through the front end of the curve, Nicolas Jullien, global head of fixed income, says in a note. "This is the first time we are taking a long view on nominal rates this year, and this follows a period in which we have deliberately waited for the sell-off to create a more attractive entry point," he says. Candriam considers that the main support comes from valuations, where it sees a meaningful overshoot. "Markets are pricing a Federal Reserve [interest rate] hike before the end of the year, which we see as exaggerated," Jullien says. The two-year U.S. Treasury yield rises 1.9 basis points to 4.105%, according to Tradeweb. (emese.bartha@wsj.com)
Dow Jones Newswires
Candriam Turns Modestly Positive on U.S. Treasury Duration from Neutral — Market Talk
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Candriam moves its view on U.S. Treasury duration to a modest positive grade from neutral, implemented through the front end of the curve, Nicolas Jullien, global head of fixed income, says in a note. "This is the first time we are taking a long view on nominal rates this year, and this follows a p…