In today’s briefing:
- Lucror Analytics – Morning Views Asia
- Lucror Analytics – Convertibles Brief
Lucror Analytics – Morning Views Asia
- In today’s Morning Views publication we comment on developments of the following high yield issuers: Meituan, China Jinmao, Lenovo, AAC Technologies, China Hongqiao
- US President Donald Trump has announced on Truth Social a 90-day pause on reciprocal tariffs for more than 75 countries, with these countries to be charged a “substantially lowered reciprocal tariff” of 10% during this transition.
- That said, Mr Trump raised tariffs on China to 125% (from 104%), after China raised its own tariffs on US imports to 84% (from 34%) in a retaliatory move earlier yesterday.
Lucror Analytics – Convertibles Brief
- In today’s Convertibles Brief publication we comment on developments of the following high yield issuers: Lenovo
Credit markets widened yesterday, with the iTraxx X-Over up 36 bps at 428 bps.
Equities were mixed, with European bourses sliding 2.2-4.2%, as the markets closed before US President Donald Trump announced a 90-day pause on additional tariffs for all countries except China.
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