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Feb 7, 20232 min read
Bond Market Insights - Tues, 07 Feb 2023
The softness in the short end of UST’s started in Asia yesterday and significantly accelerated once New York came in after Fed’s Atlanta...
16
Feb 3, 20232 min read
Bond Market Insights - Fri, 03 Feb 2023
Markets interpreted the FOMC as more dovish than expected causing an aggressive rally In Asian credit yesterday. INDON and PHIL US$...
23
Feb 2, 20231 min read
Bond Market Insights - Thu 02 Feb 2023
FOMC played out largely as expected with the Fed hiking rates by 25bps in a unanimous vote. During the press conference however, Powell...
21
Jan 31, 20231 min read
Bond Market Insights - Tues, 31 Jan 2023
Australia: Buyers of Aussie bank T2 paper, spreads 1-3bps tighter. Bank of New Zealand issued BZLNZ 4.846 02/07/28 US$850mm senior...
30
Jan 30, 20232 min read
Bond Market Insights - Mon, 30 Jan 2023
Asia IG and Australia CDS markets open unchanged with sentiments turning soft for most of last Friday. Cash bond markets start 1-2bp...
21
Jan 27, 20232 min read
Bond Market Insights - Fri, 27 Jan 2023
The report on the Adani Group by activist short seller Hindenburg caused the curve to sell off 12-13pts in IG names, and 15-16pts in HY....
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Jan 26, 20232 min read
Bond Market Insights - Thurs, 26 Jan 2023
Happy Australia Day! Australia and India joined China and Taiwan on holiday today, which kept volumes low. There was still better buying...
21
Jan 25, 20232 min read
Bond Market Insights - Wed, 25 Jan 2023
China, HK and Taiwan are still closed for the Lunar New Year celebrations, so volumes were muted. Spreads on Asia credit were unchanged...
18
Jan 20, 20232 min read
Bond Market Insights - Fri, 20 Jan 2023
Asia investment grade Credit was in demand yesterday ahead of CNY. Real money was buying subordinated debt; AT1, T2, perpetuals. IG SOE...
13
Jan 19, 20232 min read
Bond Market Insights - Thu, 19 Jan 2023
Asia credit opened today’s session a couple bps wider in general, but 2-way will probably help it pull back, given the current level of...
16
Jan 18, 20232 min read
Bond Market Insights - Wed, 18 Jan 2023
In Europe yesterday a Bloomberg ECB source article claimed that the case for switching to 25bp, following 50bp in February was gaining...
28
Jan 17, 20232 min read
Bond Market Insights - Tues, 17 Jan 2023
Asian bonds continue to creep better with China data being better than market consensus despite the slowdown in growth rates: Dec retail...
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