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Premium Content Archives - Credit Market Analysis

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Premium Content

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2nd December 2020

🎄 Seasonal greetings, indeed!

The going’s about to improve… We’re off to a flying start for December. The headline US equity S&P index is less than 1.5% from 3,700 and sits at around its record levels, poised for a tilt at that summit. All markets are being dragged higher because of it. Credit tighter. Commodities likely higher as macro […]
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30th November 2020

🗞️ Here we go again, Higher

Bitcoin No1 so far… Mostly, markets took a breather in the month’s final session and gave a bit back. But the end of month declines in traditional risk markets didn’t detract from a quite remarkable November for risk markets. Crypto led the way as Bitcoin’s sharp bounce back – after a significant, so-called ‘corrective’ tumble, […]
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24th November 2020

🎈 Markets lift off again

It’s the moon next… Judging by the level of market activity, a fear of missing out has returned and must be the dynamic driving the rally. The US Thanksgiving break has just about arrived and it has seen investors pile in ahead of it. We’re not going to see much after Wednesday’s session, with normal […]
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22nd November 2020

🗞️ Corporate bond market in a sweet spot

IG spreads heading for record tights in 2021… We’re into Thanksgiving week, but it’s not quite a case of ‘that’s all folks’. There ought to be a flurry of activity into the long break, but next week still offers investors a chance to get involved or not. That depends on the Black Friday/Cyber Monday sales […]
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19th November 2020

🗞️ Corporate bond markets’ clear direction

Brakes applied, except in primary… It seems like markets have hit the proverbial brick wall. After a massive relief rally on the back of coronavirus vaccine developments, any fresh news on them isn’t eliciting the same euphoric response (if any at all). Buy the rumour, sell the fact of course. Now it’s the hard macro […]
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18th November 2020

Corporate bonds? Naaah, ₿itcoin

Bitcoin’s rise has been relentless… We really should be talking about Bitcoin, because that’s where the action is. We are at, or around, record highs in the US equity markets as the S&P and Dow look to imminently test 3,700 and 30,000, respectively. Such excitement. But The leading cryptocurrency’s exponential gains since early September have […]
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16th November 2020

💪 Markets get another shot in the arm

The only way is up… It used to be that case that easier policy elicited euphoria in risk markets. Now it’s drugs. We were already feeding off the positive close last week in the US and weekend news that Trump might be softening his stance about his leaving office. But then the big drugs news […]
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15th November 2020

🗞️ Still plenty of market upside

Despite the virus second waves… Judging by the market movements over the past few ‘post-rally’ sessions, some concern has taken over investors’ thinking on second wave pandemic coronavirus cases surging through Europe and the US. The soul searching has left rates almost suddenly better bid. Equities have edged off the recently achieved record highs but could […]
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