Treasuries, Tides, and Two Trillion: Exploring the Bond Market Landscape
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
Treasuries, Tides, and Two Trillion: Exploring the Bond Market Landscape
-
ナレーター：
-
著者：
Jessica Lehmann, Head of IG & EM Syndicate at HSBC, joins Shankar Ramakrishnan and Bruce Clark of IGM to discuss how the recent surge and intraday volatility in Treasury yields has dampened U.S. investment-grade issuance, with investors becoming more selective and demanding higher concessions, especially amid heavy TMT supply and jumbo deals like Skydance.
Lehmann notes spreads remain tight (around 83) because all-in yields are still attractive, but argues risks are skewed toward wider spreads into year-end given macro volatility, Middle East conflict, inflation, elections, and potential Fed hikes, alongside compressed Q4 issuance windows.
She says $2 trillion in 2024 IG supply is achievable (with $1.77 trillion already), emphasizing net new supply versus redemptions and coupons, and highlights technology and broader global, liability-driven demand reshaping execution and the investor base.
Get in touch: For more information about how IGM's solutions can support your business, visit our website or contact us: https://informaconnect.com/igm/
Follow us: Keep up to date with all the latest from IGM by following us on LinkedIn: https://www.linkedin.com/company/informa-global-markets