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Premium Content Archives - Credit Market Analysis

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Premium Content

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22nd April 2019

Back to Safety

Stuttering into a policy response We head into the final week of the month reeling from a weak set of economic data from the Eurozone, which came just a day after China posted better than expected GDP numbers for the first quarter. French and German PMIs for the manufacturing sector show that activity has slumped […]
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17th April 2019

Got to be happy with that

A restful Easter indeed… So we’re about to close up for the long Easter weekend with all markets showing some fantastic results. Those GDP numbers from China will give us some fuel, allowing risk assets to continue to rally for a bit longer. Markets are not going to fall out of bed just yet. There’s […]
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16th April 2019

Inflows, demand, reduced primary, illiquidity…. squeeze

Credit bagging performance… It appears as if the Easter holidays are already with us and are acting as limiter on activity after a breakneck start to the year, against the expectations of most. The Dax is up by close on 15%, the S&P a good session’s trading away from a fresh record high, just as […]
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14th April 2019

2016 (or maybe 2017?) all over again

Credit market lapping it up… There are still a couple of weeks in which to get some business done either side of the long Easter weekend break. And chances are that credit Primary ought to be flying, equities will probably edge higher, fuelled by the potential for further eventual policy easing – while discounting a […]
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10th April 2019

May ‘drags’ on, ECB ‘Draghis’ on

Path of least resistance and all that… Everyone is waiting for something to happen. And that includes the ECB by the looks of it, before it feels that it can act more decisively. The two main developing issues which have us gripped, though, are the Brexit process and the US/China trade tariff talks. There’s seemingly […]
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8th April 2019

Credit outperforms

Biding one’s time… It was very much a touchy-feely session to open the week. The equity markets were a little hesitant, rates were doing nothing and secondary credit was treading water (and outperforming) although we had a few deals in primary to contend with. Brexit headlines over the weekend suggest that the various protagonists are […]
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7th April 2019

Momentum still with risk-on

Steady as she goes … The opening week of April has delivered in the same fashion as the opening quarter, for credit. Primary is churning out deals and the receptivity towards new offerings remains robust with investor interest at very high levels. Credit spreads continue to tighten at a rate of knots, showing little sign […]
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3rd April 2019

April flowers

Markets roar ahead… Well, that had nothing to do with the prospect of a soft Brexit or no Brexit at all, but rather everything to do with hopes that the US and China might come to a trade agreement. Whatever, the primary sluice gates opened and the deals gushed through taking in borrowers from across […]
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2nd April 2019

Lunatics, asylums and the EU27

Surely, it really IS that simple… The market seemed like it was treading water, shell-shocked in a sense by the overnight news that Westminster failed to agree a single majority on the Brexit-related indicative votes. A deal can still happen – if the EU cedes on the Withdrawal Agreement and we all work together over […]
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1st April 2019

Fast out of the blocks

Mixed bag, risk on, good start… The second quarter’s solid start was tempered only a little by the delivery of a mixed bag of economic data. The pick of the bunch took in Eurozone manufacturing which remains in the doldrums (German woes deepening), the UK factory sector has had a very good March because of […]
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