Video

#SaxoStrats
Today's edition of the Saxo Morning Call features the SaxoStrats team discussing the continuing weakness of the US dollar as commodity prices recover ground and in the wake of key US equity indices hitting all-time highs Thursday.
Squawk / 04 May 2018 at 7:44 GMT
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Switzerland
Buongiorno Althea, ho sentito nella morning call dell'idea su alpha bond. Non son riuscito a trovarlo su saxotrader go, c'e'?
1y
Althea Spinozzi Althea Spinozzi
Buongiorno Ambro, la bond trade Idea sara' pubblicata intorno alle 12.30 cordiali saluti.
1y
ambro ambro
Grazie, ho ricevuto. Vedendo il rendimento, mi chiedo...non ha senso considerare anche il Greece government bonds? vede piu' rischi con questi?
1y
Althea Spinozzi Althea Spinozzi
e' un'ottima domanda. Devo dire che a me piace il decennale governativo Greco e credo la probabilita' che lo spread del decennale Greco verso il bund a 10 anni si stringa almeno di 50bps nel breve periodo sia molto alta. Pero’ e’ un investimento molto piu’ volatile rispetto ad Alpha Bank. Nonostante il bond che ho evidenziato nella trade idea offra 150bps in meno del decennale greco, lo trovo interessante perche’ e’ un covered bond, e credo che con un rating upgrade questa obbligazione possa apprezzarsi molto velocemente. Certamente, molto dipende dai risultati dello Stress test che la BCE sta coducendo e che saranno disponibili il prossimo lunedi’.
1y
ambro ambro
Grazie, spero di incontarla di persona qualche volta a Ginevra, vengo agli eventi di Saxo della sede di ginevra.
1y
Althea Spinozzi Althea Spinozzi
Grazie a lei Ambro, spero anche io di conoscerla. Al momento non ho programmato nessun viaggio a Ginevra pero' appena ci sara' l'occasione le faro' sapere. Saluti,Althea

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