Tag Archives: #corporate

How do Chinese bonds do amid trade war tensions?

Mr Hawk/ November 20, 2018/ Chart Of The Day, Charts Posts, Story Of The Week, Weekly Notes Posts/ 0 comments

Chinese bonds – Just wondering what the trade war means for Chinese bonds as the 10-yr government bonds yield declined to 3.40% from 3.90% this year alone, while the 10-yr China Development Bank bonds yield slid to 3.80% from 4.80% since January. Do I have to question the higher US yield and safety status of Trys? Amid the turbulence in

Read More

A lesson from corporate bond space while 30-year US Trys rate is hitting the 4-year high

Mr Hawk/ November 2, 2018/ Story Of The Week, Weekly Notes Posts/ 0 comments

The US 30-year Trys rate touching 3.41% means printing a 4-yr high or a new high for the cycle. Lesson – historically if rates go up volatility goes up as well, thus creating a messy outlook for stocks, bonds and other asset clasees. But we still miss a significant move in bond markets despite recent correction in stocks or risk-on

Read More

July 19, 2017 – Market Update (Republicans (not only Trump) need to deliver, EURUSD capped by 1.1615 before ECB, BoJ-ECB divergence to deepen after tomorrow?, USDJPY – all above the yields, US corporate cash at USD 1.84 trln, Goldman Sachs to fix 40% dive in bond trading revenue, Lockheed Martin likes F-35 order log)

Mr Price Action/ July 19, 2017/ Market Update, Market Update Posts/ 0 comments

Short recap   Asia up Europe opening lower Republicans (not only Trump) need to deliver Tax reform is next (something Trump is more familiar with) Moody’s – US corporate cash at USD 1.84 trln, Tech is the leader   Equities   Porsche looking to give up on diesel engines Goldman Sachs to fix 40% dive in bond trading revenue But still lovely USD

Read More

Apr 11, 2017 – Market Update

Mr Price Action/ April 11, 2017/ Market Update, Market Update Posts/ 0 comments

  Short recap   Asia cautious under geopolitical risks (Syria, N. Korea and upcoming FR elections on Apr 23) Europe opening lower China said No, thank you to coal from North Korea and fully loaded ships are heading back home G7 pressuring Putin to stop supporting Syria regime Yellen said nothing new yesterday Looks like Fed is happy where they

Read More