Investors / stance tracking
What Reinout De Bock is saying
FollowFollowingUnfollowHead of European rates strategy, UBS
3 dated public stances tracked since 2026-10-07, most recently 2026-10-07. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Reinout De Bock's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Reinout De Bock is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
0
themes
0
side flips
2026-10-07
last heard
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-07
short ITALIAN BTPS / long GERMAN BUNDS
pair
Savita Subramanian (newest) · video
French fiscal contagion is spreading to Italy via liquidity-driven instinct trades, while Italy's own budget came in at 3.4% deficit wider than expected, jeopardizing its path out of the EU excessive deficit procedure.
“Now, we're short Italy versus Germany because I think you need to think about how this can spread”
Dalio Warns of AI Bubble, Hormuz Attacks Lift Oil
2026-10-07
long USTS / short USTS
other
Savita Subramanian (newest) · video
The US 30-year yield is settling into a structurally higher range as central banks may not be hawkish enough to offset strong growth and fiscal supply, steepening the back end of the curve.
“we opened the 1030s. Bit steepening in the back”
Dalio Warns of AI Bubble, Hormuz Attacks Lift Oil
2026-10-07
long JGB / short JGB
other
Savita Subramanian (newest) · video
The Bank of Japan is gradually reducing asset purchases, pushing more interest rate risk to the market with no clear buyer for long-end JGBs, steepening the Japanese swap curve.
“Japan still sticks out as like who's going to buy this long-ended debt”
Dalio Warns of AI Bubble, Hormuz Attacks Lift Oil
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