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Weekly Fixed Income Market Analysis
The RBI is going into this week’s policy review on the back of global bond yields plunging to fresh lows on Fed rate cut and increased tensions in the US-China trade war, theRead More
05 Aug 2019
The The Fed is likely to cut rates for the first time in a decade this week and signal further cuts given the stress world economies are going through, which could filter into the Read More
29 Jul 2019
Yes Bank Perpetual Bond downgrade to BBB+ with negative outlook, which is just at investment grade. Any further deterioration in CAR and lack of visibility of increasing the equityRead More
26 Jul 2019
The bullish case for interest rates is still high and that will keep the 10 year government bond yield down and on a downward path, with bits of volatility here and there. RBI, if Read More
22 Jul 2019
What are the issues with a global bonds? The parallel India draws with other emerging economies that have issued global bonds is the huge volatility these economies face when globaRead More
15 Jul 2019
Rate cut by the RBI in its August policy review is almost certain on the back of the government lowering the fiscal deficit from 3.4% of GDP to 3.3% of GDP for this fiscal year in Read More
08 Jul 2019
The 10 year benchmark government bond, the 7.26% 2029 bond saw yields close 18bps higher from lows seen a couple of weeks ago, as markets took profits ahead of the budget. The goveRead More
01 Jul 2019
The bond market is in for a sustained bull run with RBI, Fed and ECB all suggesting stimulus for their respective economies. The 10 year benchmark government bond yield is trading Read More
24 Jun 2019
Interest rate curves fell sharply last week on the back of multiple positive cues for rates. Globally, UST yields and German Bund yields have collapsed on the back of rising expectRead More
17 Jun 2019
Fed rate cut bets pushed down yields on the 10 year UST and also drove down the USD against global majors. Read our Global Bond and Currency Market Analysis for Fed Rate Cut Bets DRead More
10 Jun 2019
The sharp deceleration in GDP growth in the 4th quarter of fiscal 2018-19, with growth at 5.8% against full year 2018-19 growth of 6.8%, could prompt RBI to cut rates by 50bps in iRead More
03 Jun 2019
The election victory for the ruling NDA party has taken out political risk from bond markets and also ensures continuity of fiscal policy, as laid out in the interim budget for fisRead More
27 May 2019
Election results will drive bond yields this week. The biggest risk for bond yields is an opposition win, as implementation of NYAY can cause a huge hole in the fiscal. The NYAY wiRead More
20 May 2019
The government bond market is being pushed and pulled resulting in bond yields trading in a range and having no clear direction. On one side the weakening domestic economy is keepiRead More
13 May 2019
The government issued a New 30 year bond, the 7.63% 2059 bond, at spreads of 29bps over the 10 year benchmark bond, the 7.26% 2029 bond. The 10*30 spread has widened from 21bps to Read More
06 May 2019
Government bond yields fell marginally last week on the back of RBI OMO purchase auction announcement. The 10 year benchmark bond, the 7.26% 2029 bond, saw yields fall 1bps to closRead More
29 Apr 2019
. Liquidity deficit went above the Rs 1 trilion mark last week, as high government cash balance and rise in currency in circulation sucked out liquidity from the system. Liquidity Read More
22 Apr 2019
. Bond markets saw a sharp rise in yields across segments, as markets fretted over elections, rate cut uncertainty and supply. 10 year benchmark gsec yield rose by 6bps week on weeRead More
15 Apr 2019
. The bond market reaction to the repo rate cut of 25bps by the RBI in its policy review last week suggests that the market is questioning the way forward for the central bank. TheRead More
08 Apr 2019
. The bond market will brace for government bond and SDL supply of around Rs 250 billion to Rs 270billion on a weekly basis starting the 1st week of April. The government is borrowRead More
01 Apr 2019
