Bonds and Bills
Interest Rates & Bonds
Buy
Discusses current interest rates in the bond market and opportunities arising for local investors.
Tolga Macit Güsar
CNBC-e
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Coverage, strength, recency, conviction and momentum.
Covered by 5 analysts
Analysts are largely in agreement
Last evaluation 37+ days ago - stale data
One-directional consensus
Decreasing interest recently
Newest calls at the top.
Discusses current interest rates in the bond market and opportunities arising for local investors.
The speaker evaluates the changing role of fixed-income securities in portfolios alongside the disinflation process.
The speaker evaluates that the Treasury's plan to reduce the domestic debt rollover ratio to 80% will create downward pressure on market interest rates. In this normalization process, he anticipates that liquidity exiting money market funds will flow into bond and bill funds as maturities extend.
The speaker examines the expected decline in bond yields as the rate cut process continues and its potential effects on fixed-income security funds. He comments that investors can evaluate this asset class in their portfolios.
The speaker analyzes the potential of debt instruments to provide returns above money market funds and their place in the defensive portfolio, given the expectation of an interest rate cut cycle.
Analysis is not available.
Analysis is not available.
Analysis is not available.
Discusses current interest rates in the bond market and opportunities arising for local investors.
The speaker evaluates the changing role of fixed-income securities in portfolios alongside the disinflation process.
The speaker evaluates that the Treasury's plan to reduce the domestic debt rollover ratio to 80% will create downward pressure on market interest rates. In this normalization process, he anticipates that liquidity exiting money market funds will flow into bond and bill funds as maturities extend.
The speaker examines the expected decline in bond yields as the rate cut process continues and its potential effects on fixed-income security funds. He comments that investors can evaluate this asset class in their portfolios.
The speaker analyzes the potential of debt instruments to provide returns above money market funds and their place in the defensive portfolio, given the expectation of an interest rate cut cycle.
Analysis is not available.