Category Archives for "Corporate Bonds"

16th January 2019

Change in the air…Not

The status quo won’t cut it… The BoE’s Carney was again doing his best to talk up the benefits of no Brexit after that humiliating vote on Tuesday, but that we expect from the establishment. No one knows where this will lead to, but on we go. May’s agreed deal with the EU spectacularly failed the […]
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15th January 2019

Voting for a renaissance

Time to Juncker it… All eyes were supposed to be on Westminster, but there was a more than a glance on German GDP data. They might have avoided a technical recession with Q4 GDP managing to record a positive result, but Germany did record the lowest GDP growth since 2013, as last year’s expansion came […]
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14th January 2019

It’s showtime

May’s Churchillian moment lost… The time has come. We are into probably the most important week for British politics for a generation where Theresa May has already lost her chance for greatness and democracy (as we know it to be in the UK) was quashed. It’s not even about fine margins anymore. The Brexit vote […]
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13th January 2019

It’s been all too easy

Water set to get a little murkier… The markets have broadly looked on the bright side in this opening week of the year, against most investors’ (and our) original expectations. Macro weakness has largely been ignored as we choose instead to focus on rate policy and get caught up on whether the Fed is done […]
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10th January 2019

Window wide open, no sign of a draft yet

Hype springs eternal… Just when we thought it was safe, the old issues came back to remind us of the dangers being too presumptuous – and not get sucked into rallying markets. It is the facts that matter. The US shutdown drags on and Trump’s wall-tantrum continues and the optimism around those US-China trade talks […]
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9th January 2019

Happy New Year?.. Oh yes!

Ain’t no stopping them… Another solidly positive session, leaving risk assets continuing with their rally. Who would have believed the Dax being up 3% already this year, especially given all the fears we have of a mounting slowdown in macro? The US/China trade talks reaching some kind of an agreement is the sole driver, because […]
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8th January 2019

Be good if it lasts…

Market feeling replete… Few will find reason to argue, but Tuesday’s session was a bullish one for the most part. And just as it needed to be, as it allowed the high yield primary market to reopen with a blue chip (offshoot) entity of a peripheral company. Just as we called it – and Telecom […]
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7th January 2019

Bringin’ It Back

Taking care of business… There was no shortage of borrowers looking to get deals away just as the going seemed to have improved following the huge rally in equities at the end off last week. They came out the gates gushing, with senior bank deals, IG non-financial corporates and a slew of covered bond and […]
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6th January 2019

Tell me why

It’s the economy… With the noise associated with the opening week of any year out of the way, we can now focus properly on the near-term outlook for the markets. It was some noise, with the markets flying in the closing session, equities up by over 3% in some instances. The US jobs report was […]
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3rd January 2019

Clobbered… again, of course

Recession fears mounting… China. That old chestnut. It’s all tumbling down around it, as the importance of her economy reverberates through the global economic system. Apple might have tumbled just now, but swathes of exposed – mainly industrial/luxury groups – have been hit before it. Others will follow. A Brexit (no-deal) timing will be a […]
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