06 Jun 2025 01:42:08 ET │ 35 pages Emerging Markets Strategy Weekly Big Beautiful EM CITI'S TAKE USD price action remains biased to the downside, which benefits EM. Tariffs-related issues may continue to cap the USD, as international structural positions calibrate their US asset allocations down. On the US rates front, implications are still negative for back-end USTs, with cautious international real money approach expected to continue. Local currency bond flows may continue to be supported by exogenous an ...

[Music] With the big monthly CPI print on Wednesdays, investors are going to be laser focused on any clues as to tariff related inflation. But stepping back, what is the biggest driver of moves in stocks and bonds. Jobs, CPI, or the Fed itself.Today, we're going to check the scoreboard. I'm Jared Blicker, host of Stocks in Translation. We're going to show two charts with each of the three big market movers going back to the start of the October 22 bull market.And we start with the S&P 500, America's benchma ...

M Update Government Bond Auctions: The Month Ahead We review the supply, coupon, and redemption picture for the US, UK, Euro, JPY, AUS, NZ, and CAN government bond markets over the next month. This week, G7 net DV01 is expected to be $109.3mn/bp, compared to an average* $72mn/bp; US $82mn/ bp; Euro $17.1mn/bp; Japan $7mn/bp; UK $1.8mn/bp. The Week Ahead: Net issuance (gross issuance less coupons less redemptions) June 6, 2025 05:38 PM GMT Global Rates Strategy | Global In the euro area, we estimate about €2 ...

Learn the basic lingo of bonds to unveil familiar market dynamics and open the door to becoming a competent bond investor. https://t.co/DrL3k6wxDV ...

This is your train. I'm Shery Ahn in Tokyo. I'm Heidi Stark.What's in Sydney. The top stories this hour. Asian stocks are set to start the week in positive territory as U.S. jobs data eases Recession fears.US-China trade talks is set to resume on Monday with rare earth materials in focus. President Trump says he may send Marines to join National Guard troops in Los Angeles over the objections of the state. Governor and city mayor Bloomberg reveals that metters in talks for an investment in a start up scale ...

Group 1 - UAB "Kvartalas" aimed to raise 5 million euros during the offering of the third tranche of bonds to finance the development of the "Sąvaržėlė" business centre in Vilnius, with the offering period shortened due to high demand, reaching 11.5 million euros in demand within three days [1][2] - The total nominal value of bonds issued in the third tranche was increased from 5 million euros to 10,131,700 euros, with a total of 30,131,700 euros in bonds issued across all tranches [2] - The bonds were publicly offered to retail and institutional investors in the Baltic States, with 181 investors participating, including 153 from Lithuania, 16 from Estonia, and 12 from Latvia [3] Group 2 - The nominal value of one bond is 100 euros, with a fixed annual interest of 8% paid every six months, and redemption scheduled for 19 December 2026, offered at a price corresponding to a 6.75% yield [4]

Core Viewpoint - Idorsia Ltd is conducting bondholder meetings on June 25, 2025, to vote on proposed amendments to the terms of its outstanding convertible bonds, CB 2025 and CB 2028, as part of a holistic restructuring plan [1][2][3]. Group 1: Bondholder Meetings - The bondholder meetings are scheduled for June 25, 2025, to discuss amendments to the terms of the CHF 200 million convertible bonds maturing in 2025 (CB 2025) and CHF 600 million convertible bonds maturing in 2028 (CB 2028) [2][3]. - Approximately 87% of CB 2025 holders and 90% of CB 2028 holders have entered legally binding lockup agreements in support of the restructuring, committing to vote in favor of the proposed amendments [4]. Group 2: Restructuring and Conditions - The proposed amendments to the terms of CB 2025 and CB 2028 are part of a larger holistic restructuring plan announced earlier in 2025 [3]. - The amendment of the terms will be contingent upon the successful completion of an exchange offer expected to be launched around the time of the bondholder meetings [5]. Group 3: Company Overview - Idorsia Ltd aims to challenge accepted medical paradigms and is focused on discovering, developing, and commercializing transformative medicines [8]. - The company is headquartered near Basel, Switzerland, and has a strong scientific core with a promising in-house development pipeline [9].

Investment Rating - The report maintains a BUY rating for MongoDB (MDB) and Accenture (ACN) based on their growth potential and market positioning [9][12][13]. Core Insights - MongoDB has shown a re-acceleration in its Atlas business, with a 17% pre-market increase following a 25% raise in full-year operating income expectations, although still below previous quarter levels [5][8]. - Investor sentiment around MongoDB has declined in recent quarters, with ongoing debates about its ability to transition to a Generative AI stack [6][9]. - Accenture faces bearish sentiment ahead of its earnings report, with short interest rising significantly, but bulls point to a supportive backlog and favorable valuation metrics [12][13]. Summary by Sections MongoDB (MDB) - MDB's stock has seen a 17% increase in pre-market trading due to positive expectations around its Atlas business, marking the first re-acceleration in years [5]. - The company is experiencing mixed execution and a debate on its positioning in an AI-first world, with discussions focusing on its transition from Cloud/Mobile to Generative AI [6][9]. - The report highlights a significant uptick in customer net additions, marking the largest quarter-over-quarter gain in six years, indicating positive momentum [7][8]. Accenture (ACN) - Accenture is under scrutiny with increased short interest, reflecting concerns over macroeconomic factors and competition in the AI space [12]. - The report anticipates that if Accenture reports better-than-expected revenue results, it could stabilize its stock price [13]. - Key focus areas for Accenture include guidance for Q4 FY25, bookings growth, and the impact of government IT spending on its revenue [15].

Sky Harbour Group (SKYH) Conference June 05, 2025 12:30 PM ET Speaker0 Welcome, everybody. My name is Pat McCann with Noble Capital Markets. Today, we have Tim Erg, who's the senior vice president of finance and treasurer for Sky Harbor. Before we get started, I just wanna mention that at Noble, we recently initiated coverage on the company, ticker SKYH, with an outperform rating and $23 price target based on a discounted free cash flow analysis. I think it's a really interesting and unique company. And so ...

5 June 2025 – DNO ASA, the Norwegian oil and gas operator, today completed a private placement of USD 400 million of subordinated hybrid bonds with a coupon rate of 10.75 percent. The hybrid bonds will have the first call at 100 percent of nominal value after 5.5 years, with coupon step-up after six years and maturity in 2085. The bond placement met strong investor demand across US, Nordic and international markets and was significantly oversubscribed. “This first hybrid bond issue capitalizes on our 24-yea ...