Dresdner: Macro rules

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191837.pdf (40.52 KB)

2008-2-2 14:54:00 上传

Dresdner: Macro rules

Macro rules
	We increase our long duration positions again
Just at a time when risk appetite was gradually recovering, hard macro drivers are taking over in fuelling the next down-leg in Bund and Treasury yields. Economic activity in the US has come to a standstill at the start of this year. We have temporarily reduced our previous massive long duration positions a good week ago and now recommend to reinstate those positions. We add to the bullish exposure of our Key Trades Portfolio via 5y UST and a 5y Bund longs.

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关键词：Dresdner Rules Macro rule acr Macro Dresdner Rules