Immediately following the July FOMC meeting, the prevailing bias appeared to shift to the belief that the Fed had executed a “dovish pivot.”

On Monday, amidst light activity due to a UK bank holiday, the market weakened after Friday’s Jackson Hole speech highlighting ongoing...

Markets, whether in a bull market or a bear market, never move in one direction. As Dr. Burry noted on the bird app this week, in the 2000 e

TUE 08 AUG 2022 Sometimes the most obvious interpretation is the correct one. The July US CPI was lower than expectations on the headline...

A key part of our process is to determine whether there is a divergence between price or consensus beliefs on the one hand and the fundament

Sino Ocean confuses - Zhuhai allows travel - Meta adds to mega new issue week - Singapore goes green

Over the past few weeks while your humble student of the markets was away from the screens there has been an intense battle between the infl

Asia Credit boosted by macro factors - TSMC new issue meets good reception - Panama follows Ecuador, Sri Lanka's example.

Will sovereign defaults result in a Lost Decade, similar to LATAM in the 80's?

There is little doubt that the prevailing bias has shifted from inflation and interest rate fear to growth risk. In recent weeks the deterio

Markets fluctuate with Rates - More bond extensions - Argentina's CFK gets her way - Vietnam recovers - consider our Vietnam fund for access

Cracks in the Great Wall? - Shimao defaults again - Powerlong extends - Greenland SOE status