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Market Weekly

Monday July 23rd 2012

images/uploads/SPL Market Weekly 23-07-12.pdf

 

• Treasuries stay strong, 2...5...7 year auctions will fly off the shelf.
• First Valencia, next week expect Cataluña to see state aid.
• How can Montoro say this is no bailout? We wonder what he calls it?
• Spanish 10 year closed at 7.27% on 23rd, upside risk targets 7.83% and then 8.17%.
• The path of Spanish CDS will be crucial this week.
• Closed on 20th at +604.99bps, upside risk to 665 and 703 bps.

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