当前位置:首页 > 专题范文 > 公文范文 >

对波动不定固定收益市场看法

时间:2022-07-08 15:15:02 来源:网友投稿

下面是小编为大家整理的对波动不定固定收益市场看法,供大家参考。

对波动不定固定收益市场看法

 

 Ja y B arry AC (212) 834-4951

 john .f.b arry@jpmorgan .com Josh

 Y ounger AC (212) 270-1323

 joshua .d.y ounger@jpmorgan .com B rian

 Ye AC

 (212) 834-3128

 brian .y e@jpmorgan .com Fa bio

 B assi AC

 + 44

 (0)20

 7134

 1989

 f abio.bassi@jpmorgan .com

  Fr ancis

 Diamond AC

 + 44

 (0)20

 7134

 1504

 f rancis.diamond@jpmorgan .com

  See

 the

 end

 pages

 of

 this

 presentation

 for

 analyst

 certification

 and

 important

 disclosures,

 including

 non-US

 analyst

 disclosures.

 J.P.

 Morgan

 does

 and

 seeks

 to

 do

 business

 with

 companies

 covered

 in

 its

 research

 reports.

 As

 a

 result,

 investors

 should

 be

 aware

 that the

 firm

 may

 have

 a

 conflict

 of

 interest

 that

 could

 affect

 the

 objectivity

 of

 this

 report.

 Investors

 should

 consider

 this

 report

 as

 only

 a

 single factor

 in

 making

 their

 investment

 decision.

 Though ts on

 volatile

 fix ed

 income

 markets March

 2020

  U.S. interest rates Summary

 of

 views

  • Treasury yields have declined to historic lows, driven by expectations of the Fed returning to ZIRP and a sharp decline in inflation expectations.

 Even with this, Treasuries are displaying a large risk premium, driven by short covering, historically low liquidity, and hedging activity. Given an anticipated return to ZIRP, we expect the yield curve to trade directionally—flattening in rallies, and vice versa.

 We expect this dynamic to be more pronounced at the front end rather than the long end • Dislocations in off-the-runs are increasing to levels not seen in years, and given the liquidity preference for on- the-runs, off-the-run Treasuries appear cheap • Given the decline in nominal yields, increase in risk aversion, and drop in oil prices, front-end TIPS have approached historically-cheap levels • To date, the widening in FRA/OIS is mostly technical, with Libor lagging moves in Fed funds expectations. • Severe market stress has led to significant liquidity tiering, causing futures to outperform in a rally.

 Operational risk management could further dislocate the cash/futures basis. • Convexity hedging flows are coming, not to mention wider deficits if the U.S. enters recession.

 Look for opportunities to sell swap spreads—at the front end by receiving in SOFR and in intermediates versus Libor. • Lognormality is here, even the market prices a material risk of negative policy rates over the next year.

 But market microstructure remains brittle—”Flash Rallies” should create selling opportunities in the upper left of the grid.

 Treasury yields have made new lows on expectations of aggressive Fed easing and fears over the lasting impact of COVID-19. At current levels, the risk premium in yields is historically large

  …and are implying significantly below-trend

  10-year

 Treasury

 yields;

 %

 16

 1-year

 ahead

 GDP

 growth

 implied

 by

 J.P.

 Morgan

 10-year

 fair

 value

 model* versus

 Blue

 chip

 consensus

 1-year

 ahead

 growth

 forecast;

 %

 4.5

 12

 4.0

 3.5

 3.0

 1y-ahead

 Growth

 Forecast;

 %

 UST-implied

 growth

 expectations

  8

 8

 2

 Mar

 15

 Mar

 16

 Mar

 17

 Mar

 18

 Mar

 19

 Mar

 20

 *Source:

 J.P.

 Morgan

 *

 Calculated

 as

 the

 value

 of

 the

 growth

 expectations

 variable

 within

 our

 10- year

 fair

 value

 framework

 that

 produces

 a

 model

 estimate

 equal

 to

 actual 10-year

 Treasury

 yields,

 using

 actual

 values

 as

 inputs

 to

 all

 other

 variables. The

 model

 is

 a

 regression

 of

 10-year

 Treasury

 yields

 on

 5Yx5Y

 inflation swap

 rates

 (%),

 1-year

 ahead

 consensus

 growth

 forecasts

 (%),

 3m3m

 OIS rates

 (%),Share

 of

 negative

 yielding

 debt

 in

 J.P.

 Morgan

 GBI-DM

 (%),

 and CFTC

 spec

 positions

 in

 interest

 rate

 futures

 (3y

 z-score),

 over

 the

 last

 5- years.

 R-squared

 =

 95%,

 SE

 =

 10bp

 Source:

 J.P.

 Morgan,

 BlueChip,

 CFTC

 growth over the next year Treasury yields have declined to historic lows…

  8

  2.5

 2.0

  4

  1.5

  1.0

 0

  0.5

 1978

 1988

  1

 99

  200

  018

  0.0

 Average

 1-year

 z-score

 of

 net

 longs

 in

 J.P.

 Morgan

 Treasury

 Client

 Survey and

 aggregate

 non-commercial

 net

 longs

 in

 Eurodollar

 and

 Treasury

 futures 3

 2

 1

 0

 -1

 -2

 -3

 -4

 Mar

 15

 Mar

 16

 Mar

 17

 Mar

 18

 Mar

 19

 Mar

 20

 10-year

 Treasury

 market

 depth*,

 one-week

 moving

 average;

 $mn

 400

  300

  200

  100

  0

 Mar

 10

 Mar

 12

 Mar

 14

 Mar

 16

 Mar

 18

 Mar

 20

 Source:

 J.P.

 Morgan,

 CFTC

 *

 Market

 depth

 is

 the

 sum

 of

 the

 three

 bids

 and

 offers

 by

 queue

 position, averaged

 between

 8:30

 and

 10:30am

 daily

 Source:

 J.P.

 Morgan,

 BrokerTec

 Over the past week, Treasury market depth has averaged levels not observed since late 2008 Short covering contributed to the decline in yields, and positions are neutral now

  …and though the general relationship holds for the

 2s/10s

 Treasury

 curve

 regressed

 on

 10-year

 Treasury

 yields

 (%)

 over

 Dec 15,

 2007

 -

 Dec

 15,

 2008

 and

 Dec

 16,

 2008

 -

 Dec

 16,

 2009

 periods;

 bp

 10s/30s

 Treasury

 curve

 regressed

 on

 10-year

 Treasury

 yields

 (%)

 over

 Dec

 15,

 2007

 -

 Dec

 15,

 2008

 and

 Dec

 16,

 2008

 -

 Dec

 16,

 2009

 periods;

 bp

  300

  250

  200

  150

  100

  50

  120

  100

  80

  60

  40

  20

 Dec

 16,

 2008

 -

 Dec

 16,

 2009 y

 =

 14.528x

 +

 35.218

 R²

 =

 27.56%

  Dec

 15,

 2007

 -

 Dec

 15,

 2008 y

 =

 -5.206x

 +

 82.241

 R²

 =

 1.22%

 2.0

 2.5

 3.0

 3.5

 4.0

 4.5

 10-year Treasury yields; % 2.0

 2.5

 3.0

 3.5

 4.0

 4.5

 10-year

 Treasury

 yields;

 %

 Source:

 J.P.

 Morgan

 Source:

 J.P.

 Morgan

 long end as well, it is substantially looser The directionality of the front-end curve shifted sharply following the Fed"s move to the ZLB... Dec

 16,

 2008

 -

 Dec

 16,

 2009 y

 =

 82.053x

 -

 36.937

 R² = 91.29% Dec

 15,

 2007

 -

 Dec

 15,

 2008 y

 =

 -43.147x

 +

 324.03

 R²

 =

 15.55%

 Dispersion along the Treasury curve has moved higher over the past week and sits modestly

 …and off the runs have cheapened substantially

  Root

 Mean

 Square

 Error

 of

 J.P.

 Morgan

 part

 fitted

 Treasury

 curve*;

 bp

 3.5

  3.0

  2.5

  2.0

  1.5

  1.0

  0.5

 Current/tripled

 old

 10-year

 Treasury

 matched-maturity

 swap

 spread

 curve;

 bp

  1

 0

 -1

 -2

 -3

 -4

 -5

 -6

 -7

 Mar

 10

 Mar

 12

 Mar

 14

 Mar

 16

 Mar

 18

 Mar

 20

 -8

 Mar

 15

 Mar

 16

 Mar

 17

 Mar

 18

 Mar

 19

 Mar

 20

 *

 For

 more

 details,

 see

 The

 new

 and

 improved

 Treasury

 par

 curve

 model, 7/16/18

 Source:

 J.P.

 Morgan

  Source:

 J.P.

 Morgan

 over the last week above averages observed over the past decade…

  Brent

 (LHS)

 RBOB

 (RHS)

  Oil and gas prices have collapsed, falling 25-30%,

 Rolling

 front

 Brent

 oil

 futures

 (LHS;

 $/bbl)

 and

 RBOB

 gas

 futures

 (RHS;

 $/gal)

 …and breakevens and inflation swap rates tumbled, led by the front end of the curve, and 5Yx5Y zc swaps closed at the lowest levels on record 1Yx1Y

 and

 5Yx5Y

 inflation

 swap

 rates;

 %

  87

 2.28

 77

 2.08

 67

 1.88

 1.68

 57

 1.48

 47

 1.28

 37

 1.08

 27

 0.88

 3.40

  2.90

  2.40

  1.90

  1.40

  0.90

 1Yx1Y

 5Yx5Y

 Mar

 15

 Mar

 16

 Mar

 17

 Mar

 18

 Mar

 19

 Mar

 20

 Mar

 10

 Mar

 12

 Mar

 14

 Mar

 16

 Mar

 18

 Mar

 20

 Source:

 J.P.

 Morgan

 Source:

 J.P.

 Morgan

 to their lowest levels since early 2016…

  Rolling

 1-year

 average

 correlation

 between

 the

 rank

 order

 of

 Libor submissions

 and

 the

 same

 for

 1-year

 CDS

 spreads

 for

 panel

 banks;

 %

 60%

  40%

  20%

  0%

  -20%

 Front-end FF/Libor basis has become increasingly exposed to duration as Fed funds expectations tend to lag Libor Rolling

 1-year

 R-squared

 of

 daily

 changes

 in

 3Mx3M

 FF/Libor

 basis

 and 3Mx3M

 OIS

 rates,

 all

 and

 larger

 (>0.5

 sigma,

 >1

 sigma)

 moves;

 %

 30%

  25%

  20%

  15%

  10%

  5%

  -40%

 Jan

 06

 Jan

 08

 Jan

 10

 Jan

 12

 Jan

 14

 Jan

 16

 0%

 Jan

 18

 May

 18

 Sep

 18

 Jan

 19

 May

 19

 Sep

 19

 Jan

 20

  Source:

 J.P.

 Morgan,

 BBA,

 ICE

 Source:

 J.P.

 Morgan

 Libor has historically had little connection to term bank credit, even in crisis conditions All

  >0.5

 sigma

 >1

 sigma

 The sharp rise in post-close moves points, if … but operational risk management could drive a

  Price

 impact*

 in

 30-year

 Treasuries

 both

 midday

 and

 after

 Chicago

 pit

 close (ticks/$100mn)

 along

 with

 21-day

 std

 dev

 of

 3-5pm

 moves

 in

 30Y

 yields

 Notional

 of

 gross

 levered

 fund

 shorts

 by

 contract

 (LHS;

 $bn)

 as

 well

 as

 that as

 a

 fraction

 of

 total

 government

 MMF

 AUM

 (RHS;

 %)

 (bp/2hr)

 2.5

  2.0

  1.5

  1.0

  0.5

  0.0

 Mar

 19

 Jun

 19

 Sep

 19

 Dec

 19

 Mar

 20

 *Price

 impact

 defined

 as

 the

 average

 move

 in

 orderbook

 mid-price

 against

 a

 $100mn

 flow

 in

 traded

 notional.

 See

 Drivers

 of

 price

 impact

 and

 the

 role

 of hidden

 liquidity,

 J.

 Younger

 et

 al.,

 1/13/17

 for

 more

 details.

 Source:

 J.P.

 Morgan,

 BrokerTec

 700 600 500 400 300 200 100 0 Jan-10 Jan-12 Jan-14 Jan-16 Jan-18 Jan-20

 Source:

 J.P.

 Morgan,

 Reuters

 30%

 25%

 20%

 15%

 10%

 5%

 0% material cheapening of the basis anything to richer WN cash/futures basis …

  price

 impact

 (NY

 session) price

 impact

 (post-close)

 21-day

 std

 of

 post-close

 moves

  TU FV TY TN US WN

 % of govt MMF AUM (RHS)

  Even as bank portfolio duration has contracted sharply, intermediate swap spreads have remained comparatively stable 10yr

 maturity-matched

 swap

 spreads

 (LHS;

 bps)

 and

 net

 duration

 of

 large commercial

 bank

 portfolios,

 assuming

 no

 additional

 hedges

 and

 flat exposure

 as

 of

 Q1-end

 2019;

 (RHS;

 $bn

 of

 10-year

 equivalents)

 Errors

 in

 CBO’s

 budget-year

 deficit

 projections*;

 %

 of

 GDP

 15

 10

 5

 0

 -5

 -10

 -15

 -20

 $1,000

 3

 $500

 2

 $0

 1

 0

 -$500

 -1

 -$1,000

 -2

 -$1,500

 -3

 -$2,000

 -4

 Mar

 17

 Sep

 17

 Mar

 18

 Sep

 18

 Mar

 19

 Sep

 19

 Mar

 20

 Note:

 For

 details,

 see

 Is

 bank

 convexity

 hedging

 lying

 in

 wait?,

 J.

 You...

推荐访问:对波动不定固定收益市场看法 波动 收益 固定