Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

High Yield Experts

Senior Credit Analyst, Lucror Analytics

Trung Nguyen

Senior Credit Analyst

Credit

<ul>
<li>USTs were sold off across the curve yesterday. The yield on the 10Y UST increased 12 bps to 4.42%.</li>
<li>Open interest rose for the fourth consecutive session on the 2Y notes contract, with traders building up bearish positions following the US presidential election.</li>
<li>Traders are pricing in just over a 50% chance that officials will deliver another quarter-point rate cut in December, and are now pricing in about two US rate cuts through June 2025 (vs. almost four projected at the start of last week).</li>
</ul>


USTs were sold off across the curve yesterday. The yield on the 10Y UST increased 12 bps to 4.42%.
Open interest rose for the fourth consecutive session on the 2Y notes contract, with traders building up bearish positions following the US presidential election.
Traders are pricing in just over a 50% chance that officials will deliver another quarter-point rate cut in December, and are now pricing in about two US rate cuts through June 2025 (vs. almost four projected at the start of last week).


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Lucror Analytics - Morning Views Asia