Bank Credit Weekly: Asia Remains Risk-On as Supply Indigestion Impacts US Markets
Asia high yield remained in risk-on mode while supply indigestion negatively impacted US market performance. A declining US dollar continued to...
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Bank Credit Strategy: Pre-Positioning for AT1 Price Accretion
Our top five picks for Additional Tier 1 (AT1) price accretion comprise bonds issued by TMB Bank PCL (TMB TB), Banco Santander Brasil SA (SANB11...
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Bank Credit Weekly: Asia Outperforms a More Measured US
Asia’s high yield market outperformed as US credit momentum remained more measured. A declining US dollar and investor reach for non-US yield aided...
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Bank Credit Weekly: Measured Momentum into Month-End
Positive credit momentum was more measure in both Asia and the US as Treasuries firmed into month-end. A declining US dollar aided Asia’s positive...
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Bank Credit Compass: Asia’s July Performance and August Expectations
Risk-on sentiment resulted in more spread tightening than widening in Asia’s US$-denominated bank bonds (x-Japan) during the month of July. In...
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