Rates Spark: Volatile Equities Make Bonds Look Better

ING Economic and Financial Analysis5.18K FollowersFollow5ShareSavePlay(4min)CommentsSummaryRisk sentiment is set to be the key driver of rates this week.Volatility in equities due to renewed tariff uncertainty and AI jitters is making bonds look more attractive on a relative basis.Where Italian government bonds would usually be on the losing side of a risk-off episode, this time we see that riskier EGB spreads are remarkably resilient to broader market volatility.

Getty Images By Michiel Tukker, Senior European Rates Strategist European government bonds turning more attractive on a risk-adjusted basis Risk sentiment is set to be the key driver of rates this week, and, indeed, the revival of tariff tensions and AI jittersThis article was written byING Economic and Financial Analysis5.18K FollowersFollowFrom Trump to trade, FX to Brexit, ING’s global economists have it covered. Go to ING.com/THINK to stay a step ahead. We’re sorry we can’t reply to individuals' comments.Content disclaimer: The information in the publication is not an investment recommendation and it is not investment, legal or tax advice or an offer or solicitation to purchase or sell any financial instrument.This publication has been prepared by ING solely for information purposes without regard to any particular user's investment objectives, financial situation, or means. For our full disclaimer please click here.