In today’s briefing:
- A/H Premium Tracker (To 28 Jun 2024): AH Premia Still Rebounding But Wide Spreads Narrowing
A/H Premium Tracker (To 28 Jun 2024): AH Premia Still Rebounding But Wide Spreads Narrowing
- The New/Better A-H Premium Tracker has tables, charts, measures galore to track A/H premium positioning, southbound and northbound positioning/volatility in pairs over time, etc.
- SOUTHBOUND inflow continues, albeit smaller. Banks remain a big net buy. SOEs prominent in low overall SOUTHBOUND volume.
- Wide spreads (high AH premium) saw H outperform, but narrow spreads saw Hs underperform quite significantly.
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