FlowBank

1163 days ago

Turkish bonds offer juiciest EM risk premiums

Foreign investors added $3.1 billion worth of Turkish lira bonds to their holdings since November. The share of foreign holdings of Turkish domestic debt rose to 4.4%. In Turkey, the currency is weak, but the interest rates are being hiked up with promises of favorable reforms to come. Source: Bloomberg

#Bonds

1164 days ago

Investment grade bonds are between a rock and a hard place

Falls in spreads are now roughly the same as a year ago. IG bonds are sensitive to changes in treasuries. The spread that usually attracts investors dropped 0.92%, the lowest point since 2018. Source: WSJ/Factset

#Bonds

1164 days ago

Blackrock breaking down the 10Y yield

The 10-year treasury yield stripped to its core components

#Bonds
Blackrock breaking down the 10Y yield

1167 days ago

Gritting teeth and buying Italian Government bonds has been worth it (thanks ECB)

Italian government bond returns have far-outstripped those of Germany or France since EU Recovery fund was agreed in the summer

#Bonds
Italian fixed income has been worth it

1168 days ago

Going all in on the 30yr bond bubble bursting with ultra short ETFs

Assets growing - though at a moderating pace in ultra short fixed income ETFs

#Bonds
Going all in on the 30yr bond bubble bursting with ultra short ETFs
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