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Bond Market Insights - Fri, 06 Dec 2022
China IG tightened another 2-5bps. More new issues came to the Asian market, but it was the wrong type, no supply coming from China...
Jan 6, 20232 min read
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Bond Market Insights - Wed, 04 Jan 2022
Global primary markets have come alive as shops open for the New Year. Nineteen borrowers stepped forward in the US high-grade primary...
Jan 4, 20232 min read
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Bond Market Insights - Mon, 19 Dec 2022
China IG was dominated by buyers on Friday, but some real money accounts are trimming risk with some bonds trading at historic tights....
Dec 19, 20222 min read
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Bond Market Insights - Thurs, 01 Dec 2022
It was all eyes on the US on Wednesday as markets waited for Powell, who struck a more dovish tone than the market expected. It seems...
Dec 1, 20222 min read
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Bond Market Insights - Wed, 30 Nov 2022
Asia IG was strong on Tuesday, spreads 5-10bps tighter. In the morning, Real money was extending duration in China SOE’s, putting the...
Nov 30, 20222 min read
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Bond Market Insights - Mon, 28 Nov 2022
Asia credit activity was subdued on Friday with the US holidays, spreads continued to tighten. Technology media and telecom (TMT) were...
Nov 28, 20222 min read
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Bond Market Insights - Thu, 24 Nov 2022
Global markets are nothing if not fickle. After being buffeted in recent days by speculation and concerns that the Federal Reserve will...
Nov 24, 20222 min read
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Bond Market Insights - Wed, 23 Nov 2022
China IG was firm on Tuesday with real money nibbling at the shorter maturities of quality names. AMC’s and the leasing sector were also...
Nov 23, 20222 min read
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Bond Market Insights - Tues, 22 Nov 22
China property was down -1 to -3pts, sellers continuing to dominate the market. Some distressed names were in demand, EVERRE, SUNAC and...
Nov 22, 20222 min read
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Bond Market Insights - Mon, 21 Nov 2022
Last week’s lower CPI and PPI prints and lower unemployment claims data put a fire under most markets which hawkish Fedspeak couldn’t...
Nov 21, 20223 min read
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Bond Market Insights - Fri, 18 Nov 2022
The recent rally in China IG slowed on Thursday, most names just a tad tighter. Flows were fairly balanced in local government funding...
Nov 18, 20222 min read
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SOLVING THE INTEREST RATE CONUNDRUM
« Today, we have come a long way from that naïve and cheerful notion – one still occasionally found in theoretical textbooks on monetary pol
Oct 27, 20221 min read
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