Bank Credit Weekly: Asia Credit Outperforms Despite Treasury Tantrum
Global bank bond prices fell by less than their benchmark notes, resulting in a bout of credit outperformance. Given the rate of change, there are...
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Bank Credit Weekly: Duration Admiration
We moved from melt-up to full risk-on duration admiration. Almost all bank bonds tightened globally. Given the rate of change, there are mispriced...
503 Views
Bank Credit Weekly: Krampus Is Coming to Town: Fed, Stimulus & Brexit to Taunt Over-Eager Investors
3-macro event outcomes this week may taunt over-eager investors. US-$ strength could halt the recent rally in Asia and broader EM US$-denominated...
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Bank Credit Weekly: Powell Put Strengthens in Asia While Still Waters Run Deep
: Still waters run deep. Do not be fooled by calm appearances. Asia’s high yield market outpaced the US as risk sentiment diverged following the...
414 Views
Asia Short Interest Weekly: JD, Netease, CSPC, Alibaba, Meituan, Tencent, Fanuc, Mitsubishi, Toshiba
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
508 Views