7 days ago2 minGlobal MarketsBond Market Insights Wed, May 11 2022Inflation - Country Garden slips - China's Power Investment perp redemption withdrawn - IG trades heavy
May 102 minGlobal MarketsBond Market Insights Tues, May 10 2022Wall of supply in the offing - UST's stabilizing - credit still dominated by sellers - Liquidity declining
Apr 242 minGlobal MarketsThe Week that Was - Mon, April 25 2002IG Financials dominated China primary, finding strong demand - SBLC enhanced property bonds are back - Sri Lanka exploring selling assets
Apr 112 minGlobal MarketsBond Market Insights - Mon, Apr 11 2022Today US 10yr climbs through 2.77% as stops are hit, first time since 2010 - Zhenro defaults take edge off recent rally in China HY
Apr 92 minGlobal MarketsBond Market Insights - The Week that WasAsia Credit spreads resilient despite volatility in rates - $8bn Asia-Ex Japan IG new issues - China property downgrades
Apr 82 minGlobal MarketsBond Market Insights - Fri, Apr 8 2022Japanese Lifers sell most foreign debt since 2020 in March - Asia credit dominated by new issues -
Apr 72 minGlobal MarketsBond Market Insights - Thurs, Apr 7 2022FOMC minutes a non-event, Continued selling of China TMT bonds overnight, consolidation in China property
Apr 63 minGlobal MarketsBond Market Insights - Wed, April 6 2022US Treasuries sold off led by the belly of the curve - FOMC the main focus today - Despite downgrades HY China property being sought after
Apr 51 minGlobal MarketsBond Market Insights - Tues, April 5 2022Asia Sovereign’s were dominated by the frontier markets. Pakistan and Sri Lanka were marked down as political uncertainty escalated.
Mar 303 minGlobal MarketsBond Market Insights - Wed, Mar 30 2022Month end rebalancing took Asia IG spreads up to 4bp tighter yesterday. There was some real money selling of India corporate 10yr benchmarks
Mar 283 minGlobal MarketsWhen to Buy Bonds? There is an old saying in the stock market that you should be buying when they’re crying and selling when they’re yelling. The observation i
Mar 232 minGlobal MarketsBond Market Insights - Wed, Mar 23 2022The moves in US Treasuries are central to sentiment currently. Fed's Bullard continues hawkish, wanting 300bps hike this year...