Selling Bias (Top 5) Buying Bias (Top 5) Selling Interest (Top 5) Buying Interest (Top 5) Frequently Quoted (Top 5) Trending Score (Top 5) Coverage Score (Top 5) … Membership Required You must be a member to access this content.View Membership LevelsAlready a member? Log in here...
Investment Themes
Market recap (May 14): Corporate Debt Trades Steady as Banking Bids Surpass Volume
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. Instead, it is baked into the corporate structure of the issuer. And in a stress…...
KOMIR New Issue Analysis: Digging into Mining Reclamation Bonds
The primary market features a new senior unsecured benchmark offering from the sovereign agency sector. Relative Value & Yield Curve Analysis Curve Positioning and Sector Spread Matrix: Korea Mine Rehabilitation and Mineral Resources Corporation is tapping the market with a new 5Y USD mandate, indicating a price guidance yield of 3.71%. To contextualize this pricing,…...
Global Markets Strained by Policy Shifts and Tensions
30-SECOND SUMMARY What Happened The Federal Reserve cut interest rates by 25 basis points (bps), though the decision faced rare opposition with three dissenting votes,. Oracle (ORCL) shares fell significantly (~12-13%) after reporting disappointing cloud revenue and announcing increased AI capital expenditure ($50B total),,. U.S. forces seized a sanctioned oil tanker off the coast of…...
Focusing on New Bond Issuance: Korea Land & Housing Corporation Issues 2-Year USD Bond, Initial Price Guidance at CT2+90 bps (聚焦新發行債券:韓國土地住宅公社發行2年期美元債,初始指引利率在CT2+90 bps)
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The 2-year USD bond issued by Korea Railroad Corporation (KORAIL) is priced at a yield of 4.375% (韓國鐵道公社KORAIL,發行2年到期美元債利率為4.375%)
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Weekly MARKET SNAPSHOT: Repricing Resilience and Persistent Divergence (每周市場快訊:重定價的韌性與成長路徑分歧)
BlackRock highlights resilience in U.S. equities, T. Rowe Price underscores divergence in global growth, J.P. Morgan focuses on rate volatility, John Hancock tracks inflation-driven volatility, while Wells Fargo signals strength in credit spreads. Summary This report consolidates weekly insights from BlackRock, T. Rowe Price, J.P. Morgan, John Hancock, and Wells Fargo. Global markets showed divergent…...
Moody’s Downgrades U.S. Credit Rating Amid Fiscal and Debt Concerns (穆迪下調美國信用評等,關注財政與債務風險)
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2025 Asia Fixed Income Outlook: Lower Defaults, Stronger Credit Profiles
According to PineBridge Investments’ 2025 Asia Fixed Income Outlook, the Asian high yield bond market is showing signs of recovery after the turbulence of 2023–2024. Default rates are declining and credit fundamentals are stabilizing, supported by easing stress in China’s property sector and broad-based policy support. These improvements have created a more attractive environment for…...
Spotlight on a Popular Bond: BAC 5.872% 15 Sep 2034 (USD)
Company Overview Bank of America Corporation (NYSE: BAC) is the second-largest bank in the United States and one of the world’s leading global financial institutions. Headquartered in Charlotte, North Carolina, the firm is designated as a Global Systemically Important Bank (G-SIB). Its operations span commercial banking, investment banking, wealth and asset management, consumer finance, and…...









