Blog | Conduit Group | Page 22 of 29

The Zen of Yen

Following the balance sheet recession Japan has experienced a long (perpetual) phase of near zero interest rates. The period also coincided

Mar 29, 20223 min read

There is an old saying in the stock market that you should be buying when they’re crying and selling when they’re yelling. The observation i

Mar 28, 20223 min read

There has clearly been a shift in the prevailing bias on the path of future short term interest rates this week. The upshot is that the Wall

Mar 25, 20223 min read

The moves in US Treasuries are central to sentiment currently. Fed's Bullard continues hawkish, wanting 300bps hike this year...

Mar 23, 20222 min read

In automotive terms, if the delta of an option is its speed, then gamma is the acceleration. This analogy can also be extended to the relati

Mar 22, 20223 min read

The squeeze continued in HY. Non-China HY space up by as much as 2pts, Macau Gaming up another 3pts. Some Non-China ..

Mar 22, 20222 min read

The Un-"Bear"-able Truth for ChinaSir Winston Churchill once described Russia as a “riddle wrapped inside a mystery, inside an enigma.” He c

Mar 21, 20223 min read

Jay Powell’s communication today was like Volcker, but his actions were more like Bernanke. The Fed delivered a 25 basis point hike in the F

Mar 17, 20223 min read

China IG credit slid with the Chinese equity markets. TMT widened another +15 to 25bp

Mar 15, 20222 min read

Reports of WeChat fine roils the US$ China TMT sector

Mar 14, 20221 min read

An common expression that winds me up with reference to markets is “uncertainty” – markets are always uncertain by definition because human

Mar 10, 20223 min read

On the positive side in this region, the outright valuation and equity risk premium is a lot more attractive in Asia Pacific. That is bullis

Mar 9, 20223 min read