BlackRock emphasizes AI-driven infrastructure growth and U.S. manufacturing resurgence; T. Rowe Price highlights China’s economic recovery and emerging market opportunities; J.P. Morgan notes resilient U.S. labor markets and equity performance; John Hancock reports global inflation trends and sector-specific fund flows. Summary This report consolidates key insights from BlackRock, T. Rowe Price, J.P. Morgan, and John…...
Market Overview Risk assets saw a generally positive day with equities rising, particularly the Nasdaq, although sentiment remained fragile later. US Treasuries sold off. IG cash spreads were largely unchanged to slightly tighter. Gold dropped to a two-week low. Less fear was noted compared to two weeks prior, though challenges persist. Regional & Repo Trends…...
Today’s Brief US Treasury Market and Bond Yields Economic Indicators and Events Monetary Policy and Economic Outlook Government and International Events… Membership Required You must be a member to access this content.View Membership LevelsAlready a member? Log in here...
Today’s Brief Overall Market Sentiment The market saw a generally positive day for risk assets, with equities moving higher. US major stock indexes began the month with solid gains, particularly benefiting the Nasdaq from strong quarterly results by Meta Platforms and Microsoft. However, sentiment remains fragile, and equities came off highs later after earnings from…...
YestClose 1D chg YTD chg YestClose 1D chg YTD chg Yields and Spreads (bps) Commodity DE10Y 2.49 4.6 12.3 Gold 3259.83 -1.50% 24.02% BP10Y 4.48 4 -8.7 Silver 32.7 -0.60% 12.74% JP10Y 1.27 -6.1 16.7 Copper 462.55 0.50% 13.94% AU10Y 4.22 0 -14.2 Soybean 1039.5 0.50% 1.69% US10Y 4.23 5.6 -34.4 Wheat 515.25 1.90% -8.40%…...
If you’re looking at a bond issued by a large corporate group, don’t just ask what the coupon is. Ask where your money sits in the capital stack—and how far you are from the actual cash flow. Here are the questions every investor should be asking their financial advisors before committing capital to anything that…...
Hidden risks can still erode your returns—and structural subordination is one of the most overlooked.
It is not about whether your bond is “senior” or “secured.” Structural subordination has nothing to do with the legal terms of the bond itself.
Hiring for Asia Family Office (Updated to 2025): Budgeting for Talent in a High-Stakes Game The Asia family office landscape, much like a prized bonsai meticulously cultivated over generations, continues its impressive growth trajectory. As we navigate the intricacies of 2025, the quest for the right talent to tend to these valuable assets intensifies. Budgeting…...
These changes do not alter the fundamental legal structures available for setting up an SFO, but they do introduce important compliance and eligibility criteria. Singapore has firmly established itself as a premier global hub for family offices, attracting significant interest from ultra-high-net-worth families seeking sophisticated wealth management solutions. As we step into mid-2025, it is…...
Today’s Brief Here are 6 major news and events from today: US Treasury Market and Bond Yields Economic Indicators and Events Monetary Policy and Economic Outlook Government and International Events For more details, visit: Bondwatch… Membership Required You must be a member to access this content.View Membership LevelsAlready a member? Log in here...
