bearish
Bank Credit Compass: September Expectations and August Performance in Asia
271 Views31 Aug 2020 20:33
We may be closer to market tights in terms of credit spreads than we expected one week ago. We are not convinced that the Fed can meet its new.. .
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 7-minute read)
Discussions
(Paid Plans Only)
Hank Calenti, CFA
Financials Credit Analyst
Price Chart(Sign Up to Access)
- Bangkok Bank’s New AT1 – Overweight on Relative Value19 Sep 2020
- Bank Credit Weekly: FOMC Meeting May Determine Near-Term Risk Sentiment13 Sep 2020
- Bank Credit Weekly: Powell Put Strengthens in Asia While Still Waters Run Deep06 Sep 2020
- Bank Credit Compass: September Expectations and August Performance in Asia31 Aug 2020
- Bank Credit Weekly: Powell Put Pushes Asia and US HY Risk Sentiment Higher – Risks Now Changed30 Aug 2020
- Bank Credit Compass: Asia’s Q2 Winners and Losers; What Looks Mispriced into H230 Jun 2020
- Bank Credit Strategy: Asia HY Remains Oversold29 Jun 2020
x