Bank Credit Weekly: Inflation, the Next Market Challenge or Opportunity?
The recent back-up in US rates may be an opportunity to reload in some Emerging Markets. A US inflation spike is the next hurdle. EM High Yield,...
435 Views
Macro; Rating Changes; New Bonds Commentary; Talking Heads; Top Gainers & Losers
US equities fell yesterday with the S&P down 1.5% while the tech heavy Nasdaq slipped over 3%. Apple, Amazon and Netflix fell over 3.4%. The...
418 Views
Petronas, Hutchison Ports Launch $ Bonds; Macro; Rating Changes; New Bond Issues; Talking Heads; ...
US equities advanced as S&P was 0.6% higher and Nasdaq over 1% higher. Utilities led the gains, up 1.4% followed by real estate up 1.2%....
339 Views
GLP, Yango Launch $ Bonds; Macro; Rating Changes; New Bond Issues; Talking Heads; Top Gainers & L...
S&P ended Friday almost flat while Nasdaq slipped to end 0.6% lower after falling ~1.7% mid-day. US 10Y Treasury yields shot higher by 9bp to...
272 Views
Bank Credit Weekly: Inflection Point or Fed Disappoint?
We are set-up for 2 disappointing Fed outcomes which could create buying opportunities. Meanwhile, Treasuries may have seen the worst of their sell...
458 Views