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Bond Market Insights - Week Ending June 24 2022

Times China discouraging onshore puts - Fosun bounces - Sri Lanka bondholder committee formed

Jun 25, 20222 min read

HY slides - Shimao non-payment and CDS, CB put event triggered - general flight to quality

Jun 24, 20222 min read

There has been a notable shift in the prevailing bias over the past week from inflation/rate risk to recession fear. While aggregate earning

Jun 24, 20223 min read

It is clearly an understatement to say that the broad selling in equities became extreme last week. From our perch, that sets the stage for

Jun 23, 20223 min read

China Light & Power under pressure - Country Garden now a fallen angel - Fitch downgrades more B real estate cos

Jun 23, 20222 min read

The rally in the US dollar and depreciation of the Japanese Yen has become episodic. Clearly it has not gone unnoticed and is now the focus

Jun 22, 20222 min read

Fosun recovers after a slump on revised tender - Vedanta slips on proposed purchase of Hindustani Zinc -Watch for large redemptions China RE

Jun 22, 20222 min read

Fosun continues to weigh down industrials - now yields 24%. Korean issuers coming cheap - Argentina battling to keep IMF pledge

Jun 21, 20221 min read

China Property remains under pressure, State owned continue to buy land, Fosun trips up after Moody's put on review for downgrade.

Jun 18, 20222 min read

The leak to the Wall Street Journal was on Monday ahead of the June FOMC was on the money. The FOMC hiked the funds rate by 75 basis points

Jun 16, 20222 min read

The prevailing bias on short term interest rates ahead of the June FOMC meeting tonight clearly has a hawkish skew. Of course, only a “10 ye

Jun 15, 20223 min read

A key element of our process is to assess whether a price episode is an emotional overreaction or a genuine response to a shift in fundament

Jun 14, 20223 min read