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Apr 25, 20222 min read
The Week that Was - Mon, April 25 2002
IG Financials dominated China primary, finding strong demand - SBLC enhanced property bonds are back - Sri Lanka exploring selling assets
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Apr 11, 20222 min read
Bond Market Insights - Mon, Apr 11 2022
Today US 10yr climbs through 2.77% as stops are hit, first time since 2010 - Zhenro defaults take edge off recent rally in China HY
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Apr 9, 20222 min read
Bond Market Insights - The Week that Was
Asia Credit spreads resilient despite volatility in rates - $8bn Asia-Ex Japan IG new issues - China property downgrades
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Apr 8, 20222 min read
Bond Market Insights - Fri, Apr 8 2022
Japanese Lifers sell most foreign debt since 2020 in March - Asia credit dominated by new issues -
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Apr 7, 20222 min read
Bond Market Insights - Thurs, Apr 7 2022
FOMC minutes a non-event, Continued selling of China TMT bonds overnight, consolidation in China property
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Apr 6, 20223 min read
Bond Market Insights - Wed, April 6 2022
US Treasuries sold off led by the belly of the curve - FOMC the main focus today - Despite downgrades HY China property being sought after
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Apr 5, 20221 min read
Bond Market Insights - Tues, April 5 2022
Asia Sovereign’s were dominated by the frontier markets. Pakistan and Sri Lanka were marked down as political uncertainty escalated.
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Mar 30, 20223 min read
Bond Market Insights - Wed, Mar 30 2022
Month end rebalancing took Asia IG spreads up to 4bp tighter yesterday. There was some real money selling of India corporate 10yr benchmarks
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Mar 28, 20223 min read
When to Buy Bonds?
There is an old saying in the stock market that you should be buying when they’re crying and selling when they’re yelling. The observation i
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Mar 23, 20222 min read
Bond Market Insights - Wed, Mar 23 2022
The moves in US Treasuries are central to sentiment currently. Fed's Bullard continues hawkish, wanting 300bps hike this year...
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Mar 22, 20222 min read
Asia Bond Blurb - Tues Mar 22 2022
The squeeze continued in HY. Non-China HY space up by as much as 2pts, Macau Gaming up another 3pts. Some Non-China ..
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Mar 7, 20222 min read
Entering a Phase of Genuine Panic
While some indicators of financial stress appear more sanguine than in the aftermath of 1998 Russia default, there are some genuinely troubl
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