انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
المدونة الصوتية تستحق الاستماع
برعاية


1 # 638: What's the ROI on those Big Game Ads? Featuring Nataly Kelly, CMO at Zappi 28:17
It's the politics, stupid
Manage episode 449096197 series 2950782
◆ Trump triumphs, Scholz slumps, rates roil
◆ Credit issuers off to the races
◆ Rates issuers contend with unprecedented Bund-swap inversion
The underlying movements between benchmark rates and bond yields are rocking the capital markets. Why? Well, this week the blame could be laid squarely at the door of politics.
Donald Trump's resounding victory in the US presidential race means the world's economic currents are about to shift, turbo charging some areas and threatening others. Meanwhile, the collapse of Germany's government helped to push Bund yields above euro swap rates for the first time ever.
Both these things have driven big changes in the value of one asset class in the bond market against another, affecting how much investors want to buy them. We explain the changes underway in SSA, covered, FIG and corporate bonds and what they mean for issuers in the weeks and months ahead.
181 حلقات
Manage episode 449096197 series 2950782
◆ Trump triumphs, Scholz slumps, rates roil
◆ Credit issuers off to the races
◆ Rates issuers contend with unprecedented Bund-swap inversion
The underlying movements between benchmark rates and bond yields are rocking the capital markets. Why? Well, this week the blame could be laid squarely at the door of politics.
Donald Trump's resounding victory in the US presidential race means the world's economic currents are about to shift, turbo charging some areas and threatening others. Meanwhile, the collapse of Germany's government helped to push Bund yields above euro swap rates for the first time ever.
Both these things have driven big changes in the value of one asset class in the bond market against another, affecting how much investors want to buy them. We explain the changes underway in SSA, covered, FIG and corporate bonds and what they mean for issuers in the weeks and months ahead.
181 حلقات
كل الحلقات
×
1 German election a pivotal moment for EGBs and European defence 37:23

1 How the capital markets can rearm Europe 34:04

1 Your bonus explained, HSBC shuts up (some of the) shop 44:38

1 The European Union: the future of a bond market behemoth 54:28

1 Perfect storm hits sterling bond market 34:34

1 GlobalCapital's Review 2024 | Outlook 2025 podcast 35:46

1 Would you rather give your money to France or Louis Vuitton? 39:14

1 SSA pricing, German banks and commercial property risk, corporate hybrid spree 30:04

1 US ESG: orange vs green follows red vs blue 34:25

1 Emerging markets brace for US election 31:17
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.