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PSN Enterprise - Separate Account Analytics S...

Ryan Nauman's Weekly Recap 02.18.20

By Ryan Nauman 18 Feb 2020

Ryan Nauman's Weekly Recap

The week ahead is full of housing data, from home builders' confidence to existing home sales. The housing market has recently stabilized, in large part due to a strong labor market and low mortgage rates, however, for the sector to completely rebound, inventory needs to pick up, so the release of housing starts and building permits data should be widely watched. Walmart is the headline earnings release, while providing insight into the consumer after the soft retail sales number last week. Is the consumer still willing to shoulder the economy, or are they losing some momentum? Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

Topic Industry News

IGM Credit, IGM FX and Rates

The Context 02.18.20

18 Feb 2020

The Context

Inside this week’s edition of The Context, Financial Intelligence thought leaders discuss: The JPY Week - Bias is Bearish Has the impact of coronavirus now peaked? We say such talk is premature and an underlying bid Usd/Jpy will continue to slow into 110.00-plus. Euro FIG Snapshot: Virus Protection Fully Operational With the recovery in risk assets extending into a second week, more issuers emerging from blackout and the credit market's virus protection evidently up to date, the pace picked up in the non-covered primary FIG market last week. Equities Ignore, Hope … Euro Indicates Slowing EMU Economy It doesn’t take much to light a fire under equities, but it is going to take much more to push bond yields higher... Read more from The Context and subscribe to have it delivered to your inbox each week!

Topic Industry News

IGM Credit, IGM FX and Rates

The Context 02.10.20

10 Feb 2020

The Context

Inside this week’s edition of The Context, Financial Intelligence thought leaders discuss: Euro Corp Snapshot: LVMH Monster Drives Biggest Volume Week Since September Corporate issuance surged in the latest week as borrowers emerged from earnings enforced blackouts to hit the market and make the most of what was a more upbeat broader market tone. Policy Paralysis in South Africa Leaves Economy And State Finances on The Brink The South African Rand has always served as an EM bellwether and its increased volatility over the past few weeks is no surprise, but there are also some fundamental drivers behind the currency's current EM-beating losses. Decent US Labour Market Report. Larger Spare Capacity? On the face of it, the January US Employment Report was more than decent. Headline payrolls smashed expectations (225k vs 165k forecast). Services payrolls were +174k from 147k last time. Average earnings also topped projections at 3.1% y/y. Still, yields didn't rise. If anything, they are a little lower. Read more from The Context and subscribe to have it delivered to your inbox each week!

Topic Industry News

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Ryan Nauman's Weekly Recap 02.10.20

By Ryan Nauman 10 Feb 2020

Ryan Nauman's Weekly Recap

Despite the Q4 earnings season slowing down, there remains some big-name companies who are on deck to release earnings this week including: Cisco Systems, Applied Materials, and Nvidia. While it might be a quiet week for earnings, the week ahead is full of important economic data releases, including small-business optimism, inflation, and retail sales. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

Topic Industry News

IGM Credit, IGM FX and Rates

The Context 02.03.20

03 Feb 2020

The Context

Inside this week’s edition of The Context, Financial Intelligence thought leaders discuss: European Securitisation: Nationwide Maximises Size And Pricing in All-GBP Trade Two more UK RMBS priced on Thursday, including Nationwide Building Society bringing its biggest public GBP tranche since 2009, and the first pure-GBP deal since 2009 too. The choice of currency was based on relative value between USD and GBP in the RMBS as well as unsecured market. Interest Expectations Change & US Real Yield Sharply Lower Expectations for official interest rates via OIS markets have moved towards easier policy in the wake of the coronavirus and some unflattering data. For instance, the EUR 1Y1M OIS has fallen 10bp from its most recent peak… Euro SSA Snapshot: Another Trio of Sovereigns Jumps in as Yields Plummet SSA euro supply crept up slightly last week where we saw EUR12.85bn hit the tape. Doing the heavy lifting were France, Greece and Austria, whose first syndicated deals of 2020 accounted for 84% of the weekly SSA total, jumping in to make the most of plummeting yields and a broader flight-to-quality. Read more from The Context and subscribe to have it delivered to your inbox each week!

Topic Industry News

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Ryan Nauman's Weekly Recap 02.03.20

By Ryan Nauman 03 Feb 2020

Ryan Nauman's Weekly Recap

Based on how this week finished, most investors will be focusing on the coronavirus outbreak and its growth. However, the week ahead has some big earnings and economic data releases that are worth monitoring. The manufacturing PMI and ISM manufacturing indexes are top of the list, as the sector has stabilized recently and will be an important sign on the overall health of the economy. The end of the week includes the ever-important jobs report. As for earnings releases, Alphabet, Ford, Disney, and GrubHub are some of the names I will be watching closely. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

Topic Industry News

IGM Credit, IGM FX and Rates

The Context 01.27.20

27 Jan 2020

The Context

Inside this week’s edition of The Context, Financial Intelligence thought leaders discuss: The GBP Week – Bias is Neutral-to-Bearish The Bank of England pretty much now have all the information at their disposal before they meet on Thu, with a quiet week ahead in the UK in terms of major data updates. What will probably be vital to deliberations is the latest agents' survey which will provide an insight into whether the post election PMI bounce is sustainable. Latin American Bond Issuance Sets New Monthly Record The Latin America New Issue Market has kicked off 2020 with unprecedented numbers. With one more week before January ends, LatAm issuers are taking full advantage of favorable market conditions to sell new paper for which there has been robust demand. German Ifo Shows Industry Improving But Coronavirus a Risk The January German Ifo was somewhat of a kick in the teeth for the sentiment is improving thesis. The current assessment met expectations at 99.1. The climate and crucially the expectations components both fell short and were lower than last time. Read more from The Context and subscribe to have it delivered to your inbox each week!

Topic Industry News

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Ryan Nauman's Weekly Recap 01.27.20

By Ryan Nauman 27 Jan 2020

Ryan Nauman's Weekly Recap

The week ahead includes a full slate of earnings releases from blue chip companies. Despite all the big names that will be announcing Q4 earnings, including market drivers - Apple, Microsoft, Facebook, and Amazon.com - I will be keeping a close eye on FinTwit darling, Beyond Meat. After having an incredible run after going public in 2019, Beyond Meat’s price has been nearly halved. It will be interesting to see what valuations the earnings support. Despite expectations running high that the Federal Reserve will remain on the sidelines, their meeting this coming week will be closely watched for any signals that their monetary policy may change in the near future. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

Topic Industry News