Bank Credit Weekly: Risk Sentiment Returns as Markets Ignore FOMC Disappointment
The lack of shock and awe outcome from this week’s FOMC meeting did not derail market sentiment as risk tolerance returned to the fixed income...
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Bank Credit Weekly: Powell Put Strengthens in Asia While Still Waters Run Deep
: Still waters run deep. Do not be fooled by calm appearances. Asia’s high yield market outpaced the US as risk sentiment diverged following the...
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China Banks – Muted Profit Delta
The profile for provision expenses and profits at China's banks during 1H20 is wholly different to many others globally.
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HSCEI Dividends: Multiple Catalysts to Drive Fair Value Changes
With multiple catalysts driving fair value estimates, there will be significant trading opportunities in the HSCEI 2021 dividend futures.
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Bank Credit Weekly: Risk Sentiment Retreats in Asia and US HY Markets
Asia’s high yield market underperformed as risk sentiment in both Asia and the US retreated. US spreads came under pressure following a deluge of...
268 Views