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: China Vanke, Tata Motors
- US Treasury yields rose 3-5 bps across the curve on Friday, as the surge in oil prices amid the Iran-Israel conflict stoked renewed inflation concerns. The yield on the 2Y UST rose 4 bps to 3.95%, while the yield on the 10Y UST climbed 4 bps to 4.40%.
- Equities retreated, with tech- and travel-related stocks declining, while energy producers and defence stocks rose. The S&P 500 fell 1.1% to 5,977, while the Nasdaq Composite declined 1.3% to 19,407.
EM Spreads – Weekly News & Views
- Initiating Coverage on CSN: Overweight on Risk-Reward. We are initiating coverage on CSN with an Overweight recommendation
- YPF and Eni Advance Argentina LNG Project with New Agreement Signed in Rome
- The LatAm Aggregate Index contracted by 3 bps to 303 bps in the week ending Friday, June 13, 2025, and is now trading 35 bps below its 3-month average.
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