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Last Call For Alcohol
In July 2007, Chuck Price the former CEO of Citi infamously proclaimed, “as long as the music is playing, you’ve got to get up and dance,” h
Nov 12, 20213 min read


The Shirt-Front on Team Transitory
The disturbing element of October’s inflation print is that two key elements of consumer price index are yet to be fully reflected in the da
Nov 11, 20213 min read


Deep Discomfort - Taking on Asian High Yield
One of my mentors used to say that the best trades are often when you feel deeply uncomfortable about the position. Asian High Yield falls i
Nov 10, 20213 min read


The Non-Predictions for 2022
As is customary at this time of year, analysts start to publish their economic and market forecasts for the following period. From a top-dow
Nov 9, 20213 min read


Terminal Velocity
As widely expected, the Federal Reserve has started to taper its asset purchase program and retain flexibility on the pace of reduction movi
Nov 5, 20213 min read


No Love for Dove
The November FOMC is shaping up as one of the more eventful meetings of Powell’s tenure at the helm of the Fed. ...
Nov 2, 20214 min read


Asia Bond Blurb
China HY property low beta names tumbled 3pts yesterday, high beta names such as Kaisa were anywhere from 4pts to 8pts lower following...
Oct 13, 20213 min read


Conduit Volatility Snapshot
*Score is the sum of the 1-5 ranking of the parameter in this universe of equities (min 4, max 20) AC = % upside to Analyst Consensus...
Oct 12, 20211 min read


The Shortage Economy & Correlated Beliefs
An important element of our process is having a sense of the prevailing bias or consensus beliefs. That is particularly important when it...
Oct 10, 20216 min read


The Cluster.... of Net Zero
As one astute Italian observer put it “the arithmetic of energy is pretty straightforward. Resources are depleting fast, as the easier...
Oct 5, 20216 min read


Conduit Bond Snapshot - 04 Oct 2021
Today's Market Snapshot from Conduit Securities Pte Ltd. Commentary The bond market is stressing over the Evergrande’s US$ bonds, which...
Oct 4, 20214 min read


Trade Settlement Processes
How we settle trades at Conduit Global Markets...
Oct 1, 20211 min read
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