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Mar 15, 20232 min read
Bond Market Insights - Wed, Mar 15 2023
The US February CPI data came in a bit stronger than expectations, with headline and core rising by 0.4% and 0.5% respectively from...
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Mar 13, 20233 min read
SVB & Misunderstanding "Depositors"
At the crux of the discussion surrounding the best possible outcome for SVB depositors is the ongoing interpretation of the anticipated acti
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Mar 1, 20232 min read
Bond Market Insights - Wed, 01 Mar 2023
In the U.S. Consumer Confidence retreated yesterday as house price inflation was seen cooling. There was an unexpected jump in inflation,...
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Feb 16, 20233 min read
Bond Market Insights - Thurs, 16 Feb 2023
US retail sales. Headline up 3% mom in January, consensus at 2%mom, core up 2.6%mom, consensus at +0.9%mom, and with upward revisions to...
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Feb 15, 20233 min read
Bond Market Insights - Wed, 15 Feb 2023
Indonesia and Philippine sovereign bonds performed well yesterday, spreads tightening by up to 6bps to UST’s, Quasi sovereigns performed...
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Feb 13, 20232 min read
Bond Market Insights - Mon, 13 Feb 2023
Asia IG was mostly about Korea new issues on Friday, China IG was subdued with real money side-lined ahead. China HY continued to slide...
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Feb 10, 20231 min read
Bond Market Insights - Fri, 10 Feb 2023
US Jobless claims were up. Initial claims up 13k to 196k and continuing claims up 33k to 1688k, both higher than expected, although...
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Feb 9, 20232 min read
Bond Market Insights - Thurs, 09 Feb 2023
Asia credit has been under scrutiny for a while now. 2022 was the year of China Property, 2023 the attention has switched to India,...
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Feb 8, 20232 min read
Bond Market Insights - Wed, 08 Feb 2023
Fed's Powell's message was Hawkish: The disinflationary process has begun but, to quote, it has a "long way to go"; the "process will be...
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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...
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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$...
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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...
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