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If you're not convinced that the picture for Italy is all sweetness and light, you could try this one ......

Friday 23rd June 2017


If you're not convinced that the picture for Italy is all sweetness and light, you could try this one ......



ref :- TRADING POST , by Jamie Chisholm in the Financial Times. Markets and Investing

The TRADING POST column is usually worth a look, even if some of the trades highlighted within it can occasionally be a little esoteric for generalists like us. It's interesting to see how banks and dealers might actually go about instigating a trade once they've reached a conclusion about the likely direction of the market, rather than just continuing the theoretical discussions ...... which is of course pretty much what we do. We are often given both target and stop-loss levels, and a brief insight into the thinking that encouraged the trader to enter the position in the first place. These can be either fundamental or technical in nature ...... which in effect means you can either make decisions according to what you think the facts are telling you, or according to what you believe historical price action is saying about what will happen in the fututre.

Today the focus is on a recommendation from Nomura in Italian Government Bonds, a.k.a. BTPs. Nomura believe that the fall in yields and tightening of credit spreads against German Government bonds for example has gone too far, and there's money to be made from a rise in those yields.

Now, and for newcomers we are happy to keep repeating it, remember that bond PRICES and bond YIELDS move in opposite directions. It is of course crucial to keep this in mind when looking at examples of this type as bond traders must operate off yields, not prices.

*** There is an absolute logic to this : the same borrower may issue a number of bonds over time which have the same maturity date. They will carry the same yield, but because they are likely to have different coupon/interest rates attached  --  which will reflect market rates at the time of issue  --  each one is likely to trade at a different price.

Anyway, it means that when Nomura talk about "shorting" (or selling) the February 2033 BTP, they are looking for prices to fall and yields to rise but it's the yield level they are working on. They have entered the trade at a yield of 2.39 %, or 239 basis points, targeting a rise in the yield to 280 basis points at which point they could buy back the bond considerably cheaper. Should things not go according to plan and BTPs continue their rise in prices / fall in yields, their stop-loss level where they would close the trade is at a yield of 228 bp.

As it happens, the yield on 15yr Italian Government debt is trading at 246 bp this morning ..... which is a nice start and it's being neither cynical or critical to suggest that they may not have gone public with the trade had it been heading in the wrong direction. We wish them the best of luck with it of course, but are probably more interested in what prompted them to put the trade on in the first place. It seems that there were three reasons behind their strategy :

1. European Central Bank president Mario Draghi can strive all he wants to maintain a doveish posture with regard to ECB policy, but Nomura believe that despite his comments up to now the ECB will begin to taper its bond-purchasing (QE) programme this year. This will hurt BTP prices in particular, as of the €1.4 trn of government debt bought by the ECB since March 2015, fully 19% of them have been BTPs.

2. According to Nomura, Italy's growth is close to peak  --  which, it must be said, is a somewhat pessimistic view of things considering that it's only just started. On top of that, low global volatility and the consequent fall in risk premiums (see narrowing credit spreads) is not likely to last. When such things are reappraised, focus will return to Italy's poor debt fundamentals.

3. At a time of falling global inflation expectations driving global yields lower, BTP's have further benefitted from the belief that Italian political risk has receded significantly. It's true that Italy will almost certainly avoid being forced into an election later this year and can plan for one roughly on schedule in the first half of 2018, but Nomura are firmly of the belief that political risk is currently underpriced. And what of the Italian banks ? The cost of insuring bank credit may have dropped, but the relatively poor performance of bank stocks suggest that the issues within the banking sector are still very much a factor ..... and the fact that political concerns are temporarily on hold does nothing to alleviate those problems.


So, what do you think ? Do you buy into Nomura's take on things ? And if you do, would you be confident enough to commit your own funds to it ? Because at the end of the day, that's what it all really comes down to .....

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