Bank Credit Weekly: Risk-On as US Election and Stimulus Outlooks Sharpen
A concise must-read on US$-risk sentiment derived from equity markets, rates, issuance, dollar levels and capital flows to frame near term Asia...
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Bank Credit Weekly: Risk Sentiment Improves Despite Volatile News Flow
: Asia and the US high yield markets tightened on improving economic indicators and increased hopes for a limited US stimulus package,...
298 Views
Bank Credit Weekly: Return of Risk-Off, Save for Asia Bank Credit
Dollar strengthening, continued equity market weakness and the panoply of Fed speakers crying for more fiscal stimulus did not help Asian or US HY...
204 Views
Bank Credit Weekly: Risk Sentiment Returns as Markets Ignore FOMC Disappointment
The lack of shock and awe outcome from this week’s FOMC meeting did not derail market sentiment as risk tolerance returned to the fixed income...
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Bank Credit Weekly: FOMC Meeting May Determine Near-Term Risk Sentiment
Weakening oil prices, a flattening US$ yield curve and rising Eurodollar futures together point to a decline in economic demand prospects combined...
261 Views