OAT France Government Bonds (OAT) Loading... : Bullish and Bearish Analyst Opinions
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23:02
Aug 18
Aug 18
Prefer Big Tech bonds over European sovereigns.
Because money is finite and rates are rising, Kim argues big-tech credits are fundamentally more attractive than many European government bonds: big tech earns much more and has superior growth, so if she were a forced buyer of French debt she would rather own Google corporate bonds. This supply rivalry is one reason Treasury yields are also under pressure.
MED
06:53
Aug 16
Aug 16
Short French bonds against German Bunds.
France faces a severe fiscal deficit and rising political risk from populist extremes, making French government bonds unattractive relative to German Bunds.
HIGH
10:44
Jul 22
Jul 22
Long Spain/Portugal, avoid France bonds.
Political uncertainty makes French bonds unattractive, while Spain and Portugal offer less risk and more attractive valuations; therefore underweight France, overweight Spain and Portugal.
MED
About OAT Analyst Coverage
Buzzberg tracks OAT (France Government Bonds (OAT)) across 3 sources. 0 bullish vs 1 bearish calls from 3 analysts. Sentiment: mixed to bearish. 3 total trade ideas tracked. Past 7 days: 1 bearish, 1 watch. Latest voices: Kim Hyojin, vincentdeluard, Rufaro Chiriseri.