In today’s briefing:
- Lucror Analytics – Morning Views Asia
- EM Spreads – Weekly News & Views
Lucror Analytics – Morning Views Asia
- In today’s Morning Views publication we comment on developments of the following high yield issuers: Medco Energi, Greenko Energy, Vedanta Resources, Reliance Industries
- Last Friday, US Treasuries tightened by 5-8 bps across the curve. US equities continued to recover, albeit at a slow pace, with the S&P 500 up by 0.7% and Nasdaq rising 1.3%.
- The US economy is projected to register a weak 0.4% annualised growth rate in Q1/25, according to the US government’s initial estimate, with a large trade deficit and consumer fatigue contributing to the slowdown, even before the tariff-related upheaval.
EM Spreads – Weekly News & Views
- Argentina’s Economy Grows Above Expectations in February / Vista 1Q25: Strategic Petronas Acquisition Strengthens Credit and Growth Outlook
- Fitch Affirms Cemex at ‘BBB-‘; Stable Outlook Reflects Resilient Credit Profile
- Pemex Rig Suspensions Highlight Ongoing Operational and Financial Risks / MercadoLibre CEO Sees U.S.-China Trade War as Major Opportunity
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