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Premium Content Archives - Credit Market Analysis

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Premium Content

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11th Dec 2018

Equities rally, but few convinced

Prepare for the worst… There was an early strong bounce back in Tuesday’s session following the big losses previously, but it’s clear that any real zest emerging from it is looking short-lived. Just too much water has passed under the bridge recently and there still remains a massive amount of uncertainty emanating from several quarters. […]
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10th Dec 2018

Brexit farce, markets sink

Under siege amid chaos and confusion… It was all hands to the pump in a session which effectively resulted in yet another near collapse in markets. The massive uncertainty over the Brexit vote continues even after the UK’s PM May incredibly decided to postpone the Brexit vote which was due on Tuesday! It doesn’t really change […]
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9th Dec 2018

Winter of discontent ahead

Suspicious minds… The attempt at a ‘recovery’ in last week’s final session in the European session was so limp that it was barely worthy.  Later, the US sell-off put paid to any sustainability of it. It actually highlights a nervous market now facing a daunting outlook just as we near the end of this year’s […]


6th Dec 2018

Stormy… waters

Donning tin hats… Oh dear! The arrest of Huawei’s CFO takes us into a whole new ball game. It’s no longer just macro we need to worry about (in the trade spat between the US and China), but geopolitics now too. China will respond. News of that overnight arrest in Canada took equities in Europe […]
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4th Dec 2018

Christmas came early!

Turkey cooked too early… The potential for some kind of a tariff deal. US Treasuries yielding less than 3% in the 10-year. A good rally in equities to kick off the month’s proceedings. Even oil prices on the way up. A drive-by, €4.5bn offering in primary taken down well and a feel good factor which, […]
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2nd Dec 2018

Credit finally feels the chill

Xmas needs to come early… Global tensions at the G20 dominated the final session of last week, leaving the markets to display some defensiveness as we closed out a weak and, at times, volatile month. October was a difficult period and November also proved to be tough but displayed less of the wild swings seen […]
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29th Nov 2018

Fed the fish, now what?

Because it won’t be enough… The steady trickle of deals this week has been much welcomed (we think), especially as borrowers are paying up to get them done. Anything from 20-40bp versus the secondary curve is what it takes and we are getting a serious amount of repricing of secondary curves as a result. VW […]
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27th Nov 2018

She’s on the road… to nowhere

It’s all in vain… One step forward, two back, and few are convinced that we are anything likely going to sustain a rally between now and year-end. They’re right to feel/trade that way. The Brexit debate continues but was less dominant in the session, although issues around it will resurface towards the end of next […]
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26th Nov 2018

It’s all a little fishy

Tell it to the judge… So that’s it, then. The softest Brexit is happening on terms dictated wholly by the EU. The EU signed off on the deal at the weekend with suggestions that more freebies are coming their way courtesy of the UK government rolling over some more and having its stomach tickled. And […]
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25th Nov 2018

The wait goes on

It’s now or never… We’re through Thanksgiving & Black Friday, and into the final couple of weeks of where we might get some meaningful business done. It’s been a poor year in almost every aspect for risk markets and we don’t expect much of a recovery before we close it out. It likely will not […]
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