Australia Focus : Of China Bondage
The biggest loser in the developed world after New Zealand, even the EUR cannot match the AUD’s losses for the week, and it closed at 0.7912 against the USD for the first time… Continue reading
Category Archive: Rates/Bonds
SGD New Issue Review : MAPLETREE COMMERCIAL TRUST SGD 8-YR
** NEW ISSUE: MAPLETREE COMMERCIAL TRUST SGD 8-YR – INITIAL GUIDANCE 3.3% AREA ** ISSUER: Mapletree Commercial Trust Treasury Company Pte. Ltd. GUARANTOR: DBS Trustee Limited (in its capacity as trustee of Mapletree… Continue reading
Bonds In Conversation : Too Many QEs' Spoil The Broth
It is the usual drill for another bazooka of a QE, this time out of the ECB. And the market got it so well figured that all the bonds are yielding nothing. And… Continue reading
Bond Focus : To Kill The Fatted Calf
Gone are concerns on oil prices and the topic of discussion is now on the Swiss National Bank and their very abrupt decision to remove the Swiss Franc’s peg to the Euro currency… Continue reading
AUD & USD Asian Bond Prices Update
Asians and Australia should be relatively shielded from the Swiss debacle. Yet the effects will continue to reverberate as we hear of more casualties with new announcements daily like this one today. “Marko… Continue reading
Bonds In Conversation : Mad Men, Rich Men, Poor Men
I am peeved off because the entire document which I had painstakingly typed for the weekly has been wiped out and there is no way to retrieve it. This is a brief rehash… Continue reading
Stanchart Bonds Update
Stanchart share price down 6% year to date. Last low was 15 Dec 2014 at £ 8.93. Current price £ 904.50. Latest news out that analysts are of the opinion that the bank would need… Continue reading
China In Focus : Upbeat For the Wrong Reasons
The relentless 16% rally we have witnessed since end Nov 2014 in the SHCOMP has been for 1 reason – expectations of stimulus. That strikes me as a rally for all the wrong… Continue reading
Australia In Focus : Let's Play Cricket
The only thing of interest onshore is perhaps the Australia vs India cricket test series. They will be playing their 4th test today. Well, Australia is expected to win with their comfortable lead… Continue reading
Bonds In Conversation : Guerrilla Warfare
Heavy week in the bond markets with fates hanging on the US NFP tonight after a mostly undecipherable FOMC minutes on Thursday morning. Some major bonds have missed payments in the first week… Continue reading