Company Profile NBN Co Limited is an Australian government-owned corporation established in 2009 to design, build, and operate the country’s national broadband access network. It provides wholesale services to Retail Service Providers (RSPs), who in turn deliver internet services to homes and businesses. As of June 2024, NBN Co served over 8.6 million premises, making…...
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Expert Insights: Are US Treasuries Beginning to Crack as a Safe Haven? – AllianceBernstein
AllianceBernstein discusses the recent increase in policy uncertainty and market doubt regarding the roles of the U.S. dollar and U.S. Treasuries. Summary AllianceBernstein discusses the recent increase in policy uncertainty and market doubt regarding the roles of the U.S. dollar and U.S. Treasuries. While acknowledging the continued importance of these assets within the global financial…...
Expert Insights: Compelling Bond Market Opportunities Amid Heightened Macro Risks – Morgan Stanley
The rapid pace at which markets and the macro environment are shifting can make it difficult for investors to determine where, when and how to allocate capital. We believe that being “long flexibility” is key to navigating these turbulent times. Summary Amid heightened macroeconomic uncertainty, Morgan Stanley identifies compelling investment opportunities within the bond market…....
Expert Insights: The End of Exceptionalism – HSBC
Rethinking Portfolio Strategy Beyond the U.S. Treasury Safe Haven Summary The ‘Investment Monthly’ reported by HSBC Asset Management explores a pivotal transition in global markets. As fiscal and monetary policy uncertainty in the U.S. intensifies, U.S. Treasury bonds—once regarded as the ultimate “safe haven”—are under growing scrutiny. Elevated yields, geopolitical risks, and rising volatility signal…...
Credit Market Update: Quiet Macro, Active Micro: Credit Markets Drift Post-FOMC Amidst Diverse News
Market Overview Overall market sentiment is described as somewhat muted with a wait-and-see tone ahead of the Fed. The macro tone remains largely stable, but there’s no strong desire to ramp up risk. USTs finished unchanged to 3bp richer after whipsawing, gaining confidence from SLR reform comments. Regional In Asia, buying was seen from retail…...
Daily Bond New Issue Report, May 8
New Issue Recap Cur Issuer / Obligor Rating (M/S/F) Tenor / Maturity IPG / FPG Rank Denoms (k) Nature Price Guidance Yield (%) USD Medco Cypress Tree Pte. Ltd. B1 / BB- / BB- 5NC2 9.125% area / Secured 250 x 1 Live Deal 9.125 USD HSBC Holdings PLC A3 / A- / A+ 6NC5…...
Credit Flow Dynamics: Secondary Trading Slows Post-FOMC; Market Drifts Amidst Stable Rates, Mixed Corporate Flows.
Today’s Brief Overall Market Sentiment Sentiment is described as somewhat muted with a wait-and-see tone, particularly ahead of the Fed announcement. Overall sentiment continues to feel ‘fine,’ but no one is really clamoring to ramp up risk in a material way. Macro tone is largely stable. Stocks drifted lower before bouncing higher. USTs finished marginally…...
Markets Cheer Trade Talks as Fed Holds Rates Steady
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? ??????...
Daily Market Recap – May 8
YestClose 1D chg YTD chg YestClose 1D chg YTD chg Yields and Spreads (bps) Commodity DE10Y 2.48 -6.5 10.8 Gold 3397.77 -2.00% 29.47% BP10Y 4.46 -5.4 -10.8 Silver 32.73 -2.30% 13.25% JP10Y 1.28 4.3 18.4 Copper 460.65 -2.50% 13.48% AU10Y 4.23 0 -13.3 Soybean 1029 -0.40% 0.66% US10Y 4.28 -2.5 -29 Wheat 518 0.70% -7.91%…...
Daily Bond New Issue, May 7
New Issue Recap Cur Issuer / Obligor Rating (M/S/F) Tenor / Maturity IPG / FPG Rank Denoms (k) Nature Price Guidance Yield (%) USD Standard Chartered plc A3 / BBB+ / A 6NC5 T + 165 bps area / Senior Unsecured 200 x 1 Live Deal 5.58 USD Standard Chartered plc A3 / BBB+ /…...









