Bank Credit Weekly: Moving the Goal Posts
Fixed income goal posts were clearly moved by Democratic Party control of the Senate. Credit has limited upside in the current reflation scenario....
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Thailand – More Pragmatic?
There are some signs that the government is being more pragmatic with measures and less draconian. The implications can be hugely positive for...
442 Views
The Hogmanay Week that Was in ASEAN@Smartkarma - Digital Media, Healthcare, and Thai Food
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
232 Views
Bank Credit Weekly: Duration Desires Deliver Asia's AT1 & Sub Outperformance
Duration desires drove performance over the holiday shortened week. A US Senate leadership change could negatively impact the market as Goldilocks...
299 Views
Bank Credit Compass: Regime Change May Limit the Annual January Bounce
Goldilocks may morph into a market wolf if the US Senate changes hands while 100 mask wearing days haunts of Carter-like sentiment. This is not...
535 Views