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固定收益部市场日报-20251118
Zhao Yin Guo Ji·2025-11-18 11:59

Fixed Income Daily Market Update 固定收益部市场日报 Trading desk comments 交易台市场观点 Yesterday, we saw better selling on Japanese names NOMURA/JERA/KUB/MITCO/MIZUHO/MUFG. There was small selling on the BBLTB curve from global accounts amid the news that BBLTB would launch new USD issues in four tranches. PBs were buying Asia/Yankee FRNs with wider spreads (>+100). We saw mixed two-way flows on AU/KR lower-spread names. Chinese onshore accounts were buying FRNs of leasing/security houses. In Macau gaming, SJMHOL/MGMCHI/ ...