Tag Archive: WILMAR 4.1% 01/2019

SGD New Issue Review : Golden Agri 3Y over 4%

by

NEW ISSUE : GOLDEN ASSETS INTERNATIONAL INVESTMENTS PTE. LTD. SGD 3 YR SENIOR – PRICE GUIDANCE ISSUER : Golden Assets International Investment Pte. Ltd. GUARANTOR : Golden Agri-Resources Ltd STATUS : Direct, unconditional,… Continue reading

Bonds In Conversation : Missing the Forest For the Trees

by

How did we miss the forest for the trees ? The best performing asset in the world this week would be Bitcoins which are up 50%. The talk is that China has just… Continue reading

Bonds In Conversation : Sorry America And Thank You.

by

What does one expect to gain by saying this ? “I can only say: I’m sorry, America. As a former Federal Reserve official, I was responsible for executing the centerpiece program of the… Continue reading

Bonds In Conversation : Fed With A Heart For How Long ?

by

“America’s companies, from Apple Inc. (AAPL) to Verizon Communications Inc., are saving about $700 billion in interest payments with the Federal Reserve’s unprecedented stimulus.” http://www.bloomberg.com/news/2013-09-17/bernanke-saves-companies-700-billion-as-apple-to-verizon-borrow.html We have not counted what the rest of… Continue reading

Bonds In Conversation : Survival of The Fittest

by

Largest Bond Deal Ever In History Verizon (Baa1/BBB+/A-) Sells $49b in 8-Part Offering, Largest Bond Deal Ever Verizon’s deal tops Apple’s 6-part, $17b offering. $4.25b 3Y fixed sold at+165bps $2.25 3Y FRN sold… Continue reading

Bonds In Conversation : When It Rains, It Floods

by

I have floods on my mind though I have not mustered the courage to step foot outside yet for the entire day. The 10Y US treasury note suffered a nasty tumble yesterday, led… Continue reading

Bonds In Conversation : War Games

by

  An interesting observation from the recent wars is that they start in March. http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2013/08-2/20130828_war.jpg So the west is going to war with Syria/Russia. https://tradehaven.net/market/ad-hoc-commentary-the-many-short-term-benefits-of-restarting-the-cold-war-through-syria/ India is grappling with a currency war this… Continue reading

Bonds In Conversation : The Day The Music Died (Updated)

by

  I have a personal signal for market distress. 2nd hand Lamborghinis for sale. In the recent month, we have seen the listings jump a few fold. Someone told me long ago that… Continue reading