Chinese bond market grapples with ‘Japanification’

Deflation fuels ‘inexorable’ slide in China’s long-term sovereign bond yields below Japan’s for the first time

Topics

FirstFT: Trump’s cabinet picks engender conflict of interest concerns

Also in this newsletter, French bond yields converge with Greece’s, and Canada’s plan to bolster its border security
Financial Times - 3d
Chinese companies rush to tap convertible bond market

Alibaba and Ping An among corporates attracted to cheaper form of financing
Financial Times - 4d
Mexico grapples with its hidden Chinese trade problem

Patchy data will only fuel US concerns over its southern neighbour being used as a trade backdoor
Financial Times - Nov. 3
France’s bond market sell-off

Political uncertainty in France sends shockwaves through the country’s sovereign bond market
Financial Times - 3d
Could the Bond Market Stymie Trump’s Economic Plans?

Some fiscal hawks worry that Trump’s policies would increase the deficit and fuel inflation.
The New York Times - Nov. 9
Inflation worries seep back into US bond market

Trump election win helps drive up so-called break-evens
Financial Times - Nov. 9
Will the Fed ‘weaponize’ the bond market to ‘teach Trump a lesson’?

One economist argues Federal Reserve Chair Jerome Powell would win in a showdown with incoming President Donald Trump.
MarketWatch - 6d
Foreigners dump Chinese government bonds as popular trade unwinds

Investors who had borrowed renminbi to buy sovereign debt hit by market sell-off
Financial Times - Nov. 22
Bond-market Trump trades suddenly at risk amid tight election race

Bond-market participants scaled back on so-called Trump trades Monday, ahead of a too-close-to-call presidential election.
MarketWatch - Nov. 4

Chinese bond market grapples with ‘Japanification’

Topics

Related

FirstFT: Trump’s cabinet picks engender conflict of interest concerns

Chinese companies rush to tap convertible bond market

Mexico grapples with its hidden Chinese trade problem

France’s bond market sell-off

Could the Bond Market Stymie Trump’s Economic Plans?

Inflation worries seep back into US bond market

Will the Fed ‘weaponize’ the bond market to ‘teach Trump a lesson’?

Foreigners dump Chinese government bonds as popular trade unwinds

Bond-market Trump trades suddenly at risk amid tight election race

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