Credit Market Analysis

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Credit Market Analysis > Latest Notes

April showers, May flowers

Euro credit reigns.... ECB Thursday always gives the markets a day off, even if we are well-prepared to expect little change in policy. The July meeting might matter a little more. And so we drifted through the session and it is likely that, being so close to month-end, Friday will trade out in similar fashion especially as we digest a plethora of data due from both sides of [...]

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Slipping and a sliding

Time to believe... Just when we thought it was safe, we snatch defeat from a rally which was just beginning to see us recover losses seen in the opening three months of the year and take us back to flat and respectable. The earnings season has been a good one thus far with more hits (as is usual) than misses, but the focus is on the US rate market. We're over 3.0% in the ben [...]

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Inflexion point for risk assets

Mixed fortunes... We hoped that this week might have sizzled, pouring with deals ahead of an anticipated quieter last couple of days into (and after) the ECB meeting/announcement and then that important macro data (US GDP and core PCE). But no. We're scraping the bottom of the barrel for corporate bonds in secondary as well as primary. We had the now daily obligatory IG n [...]

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Rising rates sap enthusiasm

Rate market sucks away the joy... We were back to our customary slow start to the week following a weekend of lighter news flow, allowing us to concentrate on the events ahead. That means a focus on the earnings season, the ECB and what's occurring in the rate markets. It might have pedestrian, but a few will be glancing at government bond yields as rate markets sold off som [...]

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Don’t Forget…Corporate Bonds expert Dr Suki Mann

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