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Asia Bond Blurb - Mon, 10 Jan 2022
China HY continued to decline this morning, led by Agile which was down as much as 12 points.
Jan 10, 20222 min read
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"Welcome to the Party Pal"
The irony about the market’s reaction to the hawkish FOMC minutes this week on the discussion of balance sheet run-off is that it should not
Jan 7, 20223 min read
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Quantitative Tightening; not Quentin Tarantino
The way price responded to the more-hawkish-than-anticipated December FOMC minutes resembled something from a Quentin Tarantino movie – “Kil
Jan 6, 20223 min read
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Wonder-Fall: Don't Look Back in Anger
Welcome to 2022 and hopefully to a prosperous new year. It is an obvious point, but we should generally endeavour to focus on the future; af
Jan 3, 20223 min read
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Asia Bond Blurb - Tuesday, 3 Jan 2022
Beware the Ides of March -
2022 started positively today with spreads around 3bps tighter.. please click picture for more
Jan 3, 20221 min read
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HO HO-UH OH
Pro-cyclical beliefs had already been under pressure over the past four weeks prior to the decision over the weekend by Senator Joe Machin’s
Dec 20, 20212 min read
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Public Enemy: Don't Believe the Hike
A day after the Federal Reserve released its less-hawkish-than-feared revamped forecast profile, the Bank of England delivered a surprising,
Dec 17, 20212 min read
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Asia Bond Blurb - Fri, Dec 17 2021
RongXingDa Development (RISSUN) bonds were 3-5 pts higher following the announcement of
Dec 17, 20212 min read
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The End of Super-Abundant Liquidity
The prevailing bias among market participants over the past few months has been that an early start to rate hikes would imply a need for les
Dec 16, 20213 min read
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Asia Bond Blurb - Weds, Dec 15 2021
Tuesday was difficult day for Shimao. The curve was another 12-15 pts..
Dec 15, 20211 min read
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Asia Bond Blurb - Mon, 13 Dec 2021
himao bonds were marked around 5pts lower on rumors of ..
Dec 13, 20211 min read
54


On the Highway to Sell (Encore)
The US November CPI data reported on Friday, and the associated market reaction highlights the importance ofthe Highway to Sell (Encore)
Dec 13, 20213 min read
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