EUR Vol: Short-dated expiries underperform

Grid surface volatility 30 Jan 2023
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Euro implieds were mixed today as shorter-dated expiries underperformed.

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  • Short-dated expiries underperform 
  • New structured issues


    Short-dated expiries underperform
    Euro implieds were mixed today as global rates rallied amid a risk-off backdrop with the 10y Bund future last up around 70 ticks.


    In euro vol, very short-dated expiries moving lower while 6m and longer edged higher. For instance, 1m10y declined by -3.5 to 102.2 whereas 1y10y increased by +0.7 to 104.2.


    One trader suggested shorter-dated expiries could be underperforming as the credit outlook stabilises and some accounts cut back on long positions.

     

    “It starts to come off as people do not want to carry the theta. People may look to sell shorter-dated pieces and then roll down into longer-dated pieces,” he suggested rather than entering new positions.


    For euro option trades on the SDR see here and for volumes please see here. Note that the Total Derivatives SDR now shows broker/platform information for each trade, where available.


    New structured issues

  • BNP Paribas issued €10m CMS-linked MTN due May 2033. Coupon pays 1.25 * EUR 10y CMS capped at 5.5% and floored at 0%. Self-led.


  • Goldman Sachs issued €5m collared FRN due May 2026. Coupon pays 3mE capped at 3.25% and floored at 2.75%. Self-led.