Bonds
Macroeconomic impact of Trump presidency still questionable
Global markets reacted with euphoria in the wake of the US election, but real economy repercussions may be less positive
Central bank measures are losing the element of surprise
As the Fed holds rates steady this year, G10 currencies are expected to trade flat, says Dominic Bunning, HSBC's senior FX strategist
China gives investment quota to US to boost yuan’s global use
US asset managers awarded $38 billion quota under RQFII programme for the first time
New value in Korean bond/swap basis play?
Upheaval in the currency markets as a result of fears of protectionist action by a number of emerging market countries to defend their competitive positions has created a raft of threats and opportunities in the financial markets, including a new play on…
Investors concerned over German banks' exposure to southern Europe
Investors and economists have identified German banks’ exposure to Europe’s indebted peripheral sovereigns as a potential risk to state finances.
Morgan Stanley: inverted swap spreads will alter pension fund hedging
The inverted swap spread, where medium and long-term government bond yields exceed corresponding swap rates, is set to persist and will prompt a shift in the interest rate hedging stratagies of UK pension funds and insurers, according to US bank Morgan…