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Treasuries
Global Economy
US Treasuries stabilise with yen after previous drop
Equities in Hong Kong, China and South Korea retreated while shares in Australia edged higher. Japan’s Nikkei 225 climbed as tech shares rebounded on solid earnings from Tesla and SK Hynix.
October 24, 2024
Sovereign wealth funds
Sovereign investors embrace bonds and gold, Invesco survey shows
Gold is also favoured as an inflation hedge, with cental banks buying more
July 10, 2023
Bonds and treasuries
Rate hikes coming out of the shadows
We expect credit dispersion to increase for both issuers and issues
April 05, 2023
Bonds and treasuries
Emerging from a spooky October; bond vigilantes back to bite
There's further scope for corporate credit yields to rise.
November 03, 2022
Bonds and treasuries
The problem with promises in credit – the practical difficulties of implicit support
We feel it is of more benefit to analyse an issuer on a stand-alone basis and understand its own fundamental capacity to repay
October 05, 2022
Right Timing
Straits Times Index rebounds sharply but temporarily as risk-free rates decline
STI rebounds sharply to above the 50-day MA as risk-free rates fall, but this trend may be temporary
July 22, 2022
Global Markets
Danger Down Under: Yields drop with iron to fuel recession talk
SYDNEY/TOKYO (June 2): Whether or not the land Down Under snaps its two-decade-long streak without a recession, a glance at the charts shows this past week has been a "septima horribilis" (to purloin and tweak from Queen Elizabeth II) for the wo
June 02, 2017