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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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Bond Market Insights - Fri, 11 Nov 2022
Asia EM IG Sovereign bonds gapped higher today, between 1.50 to 4.50 points and spreads to US Treasuries were 15bps to 40bps tighter....
Nov 11, 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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Bond Market Insights - Wed, 19 Oct 22
The week’s themes remained intact this morning with Asia Credit underperforming equities and the macro environment and CDS, sovereigns...
Oct 19, 20222 min read
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Bond Market Insights - Tues, 18 Oct 22
It was a weak start to the week for CHINA IG, spreads 10-15bps wider, as offshore accounts continued to sell. Tuesday is opening firmer...
Oct 18, 20222 min read
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Bond Market Insights - Sun, 16 Oct 22
Last week the ineptitude of the UK leadership hit global markets and by the time the strong CPI number was printed sellers had run out of...
Oct 16, 20222 min read
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Bond Market Insights - Fri, 30 Sept 2022
Thursday was a weak session for Asia Financials, spreads 5-20bps wider with AT1 down 50c-1pt. Client feedback is that dealers are pulling...
Sep 30, 20222 min read
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