Unhinged
An common expression that winds me up with reference to markets is “uncertainty” – markets are always uncertain by definition because human
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- Oct 13, 2021
- 3 min
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...
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- Oct 12, 2021
- 1 min
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...
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- Oct 10, 2021
- 6 min
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...
9
- Oct 5, 2021
- 6 min
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...
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- Oct 4, 2021
- 4 min
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...
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- Sep 28, 2021
- 3 min
How Deep is your Dove?
As we suspected the Jerome Powell’s Jackson Hole speech was not a watershed event. The Fed Chairman broke little new ground,...
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- Sep 20, 2021
- 5 min
China & Systemic Risk
Most crises throughout history have been caused or exacerbated by a build up of excess credit. When the economic history books are...
13
- Sep 17, 2021
- 5 min
Fighting the Tape(r)
Summary 1: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua....
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