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Asia Bond Blurb - Jan 18, 2022

Monday was a bit of a shocker. The star of the show was Logan Property (BB-), falling as much as 15 points, despite..

Jan 18, 20222 min read

One of the key ways we describe a behavioural episode, is when market participants are focused on a single story. Or put another way, when a

Jan 17, 20223 min read

After a weak morning China Property bond prices have taken another step down this afternoon. In IG ..

Jan 14, 20223 min read

The way price responded to news of the highest inflation print since 1982 suggests that recent trading was all about the worst-case outcome.

Jan 13, 20222 min read

Former Chairman of the New York Fed and now Bloomberg opinion columnist Bill Dudley suggested that the FOMC needs to “tighten financial cond

Jan 11, 20222 min read

China IG spreads tightened 15bp last week as Treasury yields rose, although developers Longfor and Vanke were yanked the other way by price

Jan 10, 20222 min read

China HY continued to decline this morning, led by Agile which was down as much as 12 points.

Jan 10, 20222 min read

In policy circles it is never accurate to say that something is a “done deal” but the direction of official interest rates over the next few

Jan 10, 20223 min read

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

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

Beware the Ides of March - 2022 started positively today with spreads around 3bps tighter.. please click picture for more

Jan 3, 20221 min read

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