THE WEEK AHEAD ECONOMIC DATA RELEASE 30TH NOV 2025 EX OIL COMMODITIES ARE SET FOR MORE UPSIDE IN CY26 CHINA IS IRREVERSABLY DECOUPLING FROM US: THINK 2027, THINK TAIWAN IS THIS DECEMBER DIFFERENT FOR DOLLAR THE WEEK AHEAD ECONOMIC DATA RELEASE 23RD NOV 2025 DUTCH PENSION REFORMS: THE NEXT LONG END WORRY NVIDIA: WINNER TAKES IT ALL UK AUTMN BUDGET: PREVIEW BUY 10YR UK GILTS AGAINST SELL 10YR GERMAN BUNDS BUY 10YR UK GILTS SELL 10YR UST BUY S&P 500

STEEPENERS S 2-10 US SOFR

ADMIN || 21st February 2024

US rates have been extremely volatile for entire CY23 & remains so in CY24. So the best way risk reward wise to play rates view is through steepeners & flatteners. We are choosing steepeners at current levels of -0.58 for various reasons as following:

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