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...However, many sovereign bonds still don’t have such clauses. They can also be stymied by holdouts herding into specific securities — such as has happened in the case of one $1bn Sri Lankan bond....
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...Investors collecting those kinds of yields can’t complain it wasn’t a major danger either....
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Catch up, clear up, plant and re-engage, and don’t forget to attend to those early weeds
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...He added: “But I probably shouldn’t say too much about that. We just invest in America in great companies for the long term. It won’t have any implications for how we allocate our capital....
...Oh and do please remember to: 📊 Put “QUIZ” as the subject line; 📈 Include your preferred T-shirt size; 📉 Say if you DON’T want to be identified should you be one of the people that get all three right...
...They probably won’t be the last, either. Further reading:– The AI-financial complex (FTAV)...
...We don’t know exactly what threw people off this time — we hope it wasn’t the currency denomination error in the first chart 😐 — but we only had one correct entry to our Friday charts quiz this time.*...
...But it doesn’t explain it all....
...To be sure, the optimism isn’t so strong that it’s alarming (yet)....
...And here to talk to me about it is the FT’s Asia editor Robin Harding. Hey, Robin. Robin HardingHi, there. Sonja HutsonAll right, Robin, let’s start with the BoJ’s decision to raise interest rates....
...This chart doesn’t per se indicate that it’s going to restart, as it merely shows that earnings forecasts are getting trimmed, not necessarily that they are expected to fall again....
...This wasn’t entirely unexpected, given that every CEO of Norges Bank Investment Management has at some point asked if they can invest in private equity, but been turned down by various governments....
...Robin WigglesworthThere’s a whole world of private assets out there, you know, companies that aren’t listed on the stock market. And that’s where private equity plays....
...And yes, economic growth has remained disappointing, but this hasn’t really been a classic case of sudden draconian austerity strangling the country’s economic vim....
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...You wouldn’t want a bank’s profits and capital constantly yanked up and down by bond market volatility on ultra-safe US Treasuries and agency debt....
Commercial real estate prices have to fall a LOT further for it to become more feasible
...If you don’t spend at least some of your day thinking about CCPs we can’t be friends....
...And, lo: This wasn’t just a narrow large-cap US stockpickers vs S&P 500 issue either....
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