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Market Focus

01 Agustus 2022

Fixed Income Report August 1, 2022

Global Market Update• Supply chain pressure started to ease along with inflation expectation. However global economic slowdown could be tracked...

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29 Juli 2022

Fixed Income Report July 29, 2022

Global Market Update• US GDP shrank by 0.9% in 2Q22 according to NBER. This marked the second straight quarter of US recording a negative...

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28 Juli 2022

Fixed Income Report July 28, 2022

Global Market Update• Fed decided to raise FFR by 75 bps on July-22 policy meeting, in-line with market expectation.• Majority of UST note...

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27 Juli 2022

Fixed Income Report July 27, 2022

Global Market Update• IMF cut global growth prospect by 40 bps from Apr-22 forecast to 3.2% for FY22E.• At the same time IMF also revised...

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27 Juli 2022

Macro & Market Perspective July 27, 2022

Recent development on growth prospect, stability & policy responses Key Takeaways• IMF cut global growth prospect by -40 bps while revised...

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26 Juli 2022

Fixed Income Report July 26, 2022

Global Market Update• UST note yield 2-6 bps along the curve to start this week on Monday (07/25/22).• The benchmark 10-year UST note yield...

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25 Juli 2022

Fixed Income Report July 25, 2022

Global Market Update• The yield on 10-year UST note dropped by 13 bps to 2.75%, while yield on the 2- year UST note fell to 2.97% on Friday...

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21 Juli 2022

Fixed Income Report July 21, 2022

Global Market Update• Yield on shorter and longer term UST note remains inverted. The benchmark 10-year UST note yield was up by +1bps to 3.03%...

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20 Juli 2022

Macro & Market Perspective July 20, 2022

Why we think BI need to raise interest rate anytime soon?   Key Takeaways• Despite CPI rate has increased at the fastest pace in the last...

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20 Juli 2022

Fixed Income Report July 20, 2022

Global Market Update• Yield on shorter and longer term UST note remains inverted. The benchmark 10-year UST note yield was up by +3bps to 3.02%...

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