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Dec 19, 20222 min read
Bond Market Insights - Mon, 19 Dec 2022
China IG was dominated by buyers on Friday, but some real money accounts are trimming risk with some bonds trading at historic tights....
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Dec 1, 20222 min read
Bond Market Insights - Thurs, 01 Dec 2022
It was all eyes on the US on Wednesday as markets waited for Powell, who struck a more dovish tone than the market expected. It seems...
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Nov 30, 20222 min read
Bond Market Insights - Wed, 30 Nov 2022
Asia IG was strong on Tuesday, spreads 5-10bps tighter. In the morning, Real money was extending duration in China SOE’s, putting the...
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Nov 28, 20222 min read
Bond Market Insights - Mon, 28 Nov 2022
Asia credit activity was subdued on Friday with the US holidays, spreads continued to tighten. Technology media and telecom (TMT) were...
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Nov 24, 20222 min read
Bond Market Insights - Thu, 24 Nov 2022
Global markets are nothing if not fickle. After being buffeted in recent days by speculation and concerns that the Federal Reserve will...
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Nov 23, 20222 min read
Bond Market Insights - Wed, 23 Nov 2022
China IG was firm on Tuesday with real money nibbling at the shorter maturities of quality names. AMC’s and the leasing sector were also...
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Nov 22, 20222 min read
Bond Market Insights - Tues, 22 Nov 22
China property was down -1 to -3pts, sellers continuing to dominate the market. Some distressed names were in demand, EVERRE, SUNAC and...
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Nov 21, 20223 min read
Bond Market Insights - Mon, 21 Nov 2022
Last week’s lower CPI and PPI prints and lower unemployment claims data put a fire under most markets which hawkish Fedspeak couldn’t...
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Nov 18, 20222 min read
Bond Market Insights - Fri, 18 Nov 2022
The recent rally in China IG slowed on Thursday, most names just a tad tighter. Flows were fairly balanced in local government funding...
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Nov 11, 20222 min read
Bond Market Insights - Fri, 11 Nov 2022
Asia EM IG Sovereign bonds gapped higher today, between 1.50 to 4.50 points and spreads to US Treasuries were 15bps to 40bps tighter....
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Oct 27, 20221 min read
SOLVING THE INTEREST RATE CONUNDRUM
« Today, we have come a long way from that naïve and cheerful notion – one still occasionally found in theoretical textbooks on monetary pol
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Oct 19, 20222 min read
Bond Market Insights - Wed, 19 Oct 22
The week’s themes remained intact this morning with Asia Credit underperforming equities and the macro environment and CDS, sovereigns...
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