Tuesday, May 19, 2015

CIMB Daily Fixed Income Commentary - 19 May 2015



Market Roundup
  • US Treasuries posted losses, in conjunction with the selling pressure seen in German bunds, triggered by the worries on the potential Greek default. The Greek Finance Minister Yanis Varoufakis stated that the government will prioritise to pay wages and pensions, than lenders in the case of short of funds.
  • Ringgit government bonds saw better buyers on Monday, with focus on the shorter dated papers (maturity less than 3 years). However, the positive buying flows were offset by quick profit taking activities.
  • Thai govvies closed firmer, amid positive buying sentiment driven by weaker-than-expected 1Q2015 GDP report, which came at 3.0% against consensus estimate of 3.4%. On top of that, we reckoned that the recovery in UST late last week also spurred some buying support on Monday.
  • Indonesia government bond market traded mixed on Monday for most of the day, some buying flows seen in 5-year bucket while the longer dated bonds were down with no support buying seen on those tenures. Looks like market will be moving in range with Syariah bond auction and BI rate decision looming today. On today’s BI MPC meeting, market consensus expects BI rate to be unchanged at 7.50%. Elsewhere, trading volume decreased to IDR 11.4 trillion.
Asian credit market was held pretty much unchanged amid muted secondary trading on Monday, despite the gains along UST late last week, as focus

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.

Related Posts with Thumbnails