BUND German Bund Futures Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
11:37
Sep 04
Sep 04
German bunds may lose safe-haven status
Germany missed the rise of electrification, electric vehicles and batteries, and must undergo a painful restructuring of its economy. Its fiscal situation will worsen, so German bunds are not necessarily the safe asset in five years' time.
MED
11:26
Sep 01
Sep 01
German debt loses safe-haven shine
Germany has seen significant yield increases driven by U.S. Treasury moves, global debt concerns, large financing needs, and has lost some of its extra safe-haven status; the Bund market needs watching.
MED
23:00
Aug 28
Aug 28
German triple-A rating risk by 2030.
The German bond market situation has changed dramatically; Germany is unlikely to lose its triple-A rating in the next couple of months, but by the end of the decade there is a strong risk.
MED
17:21
Aug 17
Aug 17
Fiscal rules support German, Swiss, UK bonds.
Germany, Switzerland and to some extent the UK have fiscal plans or debt brakes that give bond investors more confidence, while unconstrained spending scares investors; this supports those countries' government bonds relative to issuers without such constraints.
MED
10:47
Aug 04
Aug 04
German bonds are the relative safe haven.
The ECB is ahead of the curve on rates, while the Fed and Bank of England are trailing. German bonds are the best relative safe haven among global fixed income, as US, UK, and Japan bonds are being punished.
MED
00:05
Jul 24
Jul 24
Short German Bund futures (higher yields thesis).
Short German Bund futures (higher yields thesis); Brandt discloses a large active position across Euro Zone and German rate futures, expecting yields to rise, with disciplined stop-loss management.
MED
09:47
Apr 20
Apr 20
Constructive on European duration.
We are constructive on European duration. The bar for the Fed to hike rates is very high, and the Fed will likely remain on hold in a wait-and-see mode, which is supportive for bonds.
MED
15:35
Apr 17
Apr 17
Buy 10-year Bunds over 10-year Treasuries.
With the US facing potential safe-haven questions and Europe looking relatively stable with lower fiscal deficits, investors should prefer 10-year Bunds over 10-year Treasuries for sovereign debt exposure.
MED
09:45
Apr 02
Apr 02
Short German bonds as BlackRock expects higher inflation and increased government debt issuance.
Short German bonds as BlackRock expects higher inflation and increased government debt issuance in Europe to drive yields significantly higher.
MED
09:50
Mar 31
Mar 31
Expect the ECB to raise interest rates at its next meeting if sustained high energy prices.
Expect the ECB to raise interest rates at its next meeting if sustained high energy prices from the Iran war persist, suggesting a bearish outlook for Eurozone sovereign bonds.
MED
08:15
Mar 05
Mar 05
German bonds slip from most favoured havens in safety dash https://t.co/zhnOfrUlQs.
German bonds slip from most favoured havens in safety dash https://t.co/zhnOfrUlQs https://t.co/zhnOfrUlQs
14:44
Feb 27
Feb 27
The tweet reports a specific and actionable call from Barclays strategists to short German.
The tweet reports a specific and actionable call from Barclays strategists to short German government debt.
MED
13:30
Feb 19
Feb 19
The author posits that the introduction of joint European bonds would erode Germany's favorable.
The author posits that the introduction of joint European bonds would erode Germany's favorable borrowing spread, making its sovereign debt (Bunds) less attractive on a relative basis.
MED
About BUND Analyst Coverage
Buzzberg tracks BUND (German Bund Futures) across 6 sources. 4 bullish vs 2 bearish calls from 13 analysts. Sentiment: predominantly bullish (15%). 13 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: Angel Ubide, Sonja Marten, Christian Lindner.