Inflation - Country Garden slips - China's Power Investment perp redemption withdrawn - IG trades heavy

Wall of supply in the offing - UST's stabilizing - credit still dominated by sellers - Liquidity declining

From our perch, to describe the policy change by the FOMC today as a “dovish hike” is an oxymoron. To be fair, the Fed was clearly less hawk

The crash in trash (profitless technology companies) has been brutal year to date and from the peak in February last year (-40% year to date

Financial market volatility has continued over the past week, but has started to take on a new dimension. In contrast to the recent inflatio

IG Financials dominated China primary, finding strong demand - SBLC enhanced property bonds are back - Sri Lanka exploring selling assets

As we often note, a behavioural episode is typically characterised by; a rapid and violent movement in price; focus on a single story; and o

Three major fears in the market prevailing bias; 1) inflation; 2) higher interest rates; and 3) and an imminent earnings downgrade cycle are

The recent market obsession – inflation – wasn’t quite as bad as feared, with the core reading falling well short of the consensus forecast

The news flow this week is likely to be relatively important for markets. Of course, as we often note, it is how price responds that matters

Today US 10yr climbs through 2.77% as stops are hit, first time since 2010 - Zhenro defaults take edge off recent rally in China HY