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Sep 16, 20222 min read
Bond Market Insights - Fri, 16 Sept 2022
At last, some supply for Asia credit. Two 3yr deals came on Thursday, $300mm Korean Airlines (Aa2/AA) 4.75% 9/25 and a small $100mm green...
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Sep 15, 20222 min read
Bond Market Insights - Thurs, 15 Sept 2022
China IG remained firm tone despite CPI on Wednesday. Fast money accounts were trying to short 10-year papers initially, to hedge overall...
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Sep 14, 20221 min read
Bond Market Insights - Wed, 14 Sept 2022
China HY’s tone remained firm on Tuesday, focused on the short- end, as opposed to the recent duration extensions from real money. The...
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Sep 13, 20222 min read
Bond Market Update - Tues, 13 Sept 2022
Spreads in Asia opened firm ahead of CPI tonight as stronger macro and limited primary issuance kept credit well supported. Spreads are...
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Sep 12, 20222 min read
Bond Market Insights - Mon, 12 Sept 2022
The week ended positively for Asia credit, and this week is starting off in the same vein. Rumours circulated on social media regarding...
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Sep 9, 20223 min read
Bond Market Insights - Fri, 9 Sept 2022
Central banks look to continue their battle against inflation, which is creating volatility in markets. As expected, the ECB lifted rates...
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Sep 7, 20222 min read
Bond Market Insights - Wed, 7 Sept 2022
On Tuesday Asia IG strengthened. TMT long end was driven by real money buying and finished tighter by 3-5 bps. HY was also positive, with...
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Sep 6, 20222 min read
Bond Market Insights - Tues, 6 Sept 22
The final summer holiday in US limited turnover in Asia credit on Monday, particularly in investment grade, although chipmaker TSMC...
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Sep 5, 20222 min read
Bond Market Insights - Mon, 5 Sep 22
On Friday China financials were getting squeezed, senior short dates trading at the tightest for the year. Some T2 and leasing names came...
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Sep 2, 20222 min read
Bond Market Insights - Fri, 2 Sept 2022
Markets remained under significant downward pressure as economic data supported a wave of selling in both bonds and equities on the first...
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Sep 1, 20222 min read
Bond Market Insights - Thurs, 1 Sept 2022
The crackdown on China’s overleveraged property developers began in 2020 and has resulted in around $37bn of defaults in the offshore...
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Aug 31, 20223 min read
Fire in the - Jackson - Hole
Immediately following the July FOMC meeting, the prevailing bias appeared to shift to the belief that the Fed had executed a “dovish pivot.”
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