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 ...

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 ...

Group 1 - Municipality Finance Plc issued NOK 2 billion notes with a fixed interest rate of 4.125% per annum, maturing on 6 January 2031 [1] - The notes are part of MuniFin's EUR 50 billion debt issuance program, with public trading expected to commence on 6 June 2025 on the Helsinki Stock Exchange [2] - DNB Bank ASA is acting as the dealer for the issuance of these notes [3] Group 2 - MuniFin is one of Finland's largest credit institutions, with a balance sheet exceeding EUR 53 billion, owned by Finnish municipalities, the public sector pension fund Keva, and the State of Finland [3] - The company focuses on environmentally and socially responsible investments, lending to municipalities and non-profit organizations for projects like public transportation, sustainable buildings, and healthcare facilities [4] - MuniFin operates in a global business environment and is recognized as the first Finnish issuer of green and social bonds, with funding guaranteed by the Municipal Guarantee Board [5]

2025年中央 金融机构注资特别国债（二期）第一次续发行已完成招标工作。本次国债计划续发行1050 亿元，实际续发行面值金额1050亿元。本次国债经招标确定的续发行价格为99.66元，折合年收益率为 1.64%。本次国债续发行部分从招标结束后至6月5日进行分销，从6月9起与原发行部分1450亿元合并上 市交易。 ...

Investment Rating - The report indicates a dovish outlook for G10 policy rates through 2026, suggesting a significant decline in rates, particularly in the US, where 10-year Treasury yields are expected to reach 4.00% by the end of 2025 and just above 3.00% by the end of 2026 [6][27]. Core Insights - The report emphasizes that the US dollar is expected to weaken significantly, with the DXY forecasted to fall an additional 9% over the next 12 months to 91, driven by a convergence in US rates and growth to peers, alongside increased FX hedging flows [6][69]. - The report outlines a bearish outlook for global growth, particularly in the US, where real GDP growth is projected to decline from 2.5% in 2024 to 1.0% in both 2025 and 2026, influenced by tariffs and immigration restrictions [15][23]. - Inflation is expected to moderate globally, with core PCE in the US forecasted to reach 4.5% before declining, while the euro area is projected to undershoot the ECB's inflation target due to sluggish growth [23][34]. Interest Rate Strategy - In the US, Treasury yields are expected to range trade through 3Q25 before declining, with a forecast of 10-year yields at 4.00% by the end of 2025 and a larger decline in 2026 as the Fed is anticipated to cut rates by 175 basis points [3][27]. - The euro area is projected to see the 10-year Bund yield fall to 2.40% by 4Q25 and 2.20% by 4Q26, influenced by more ECB easing than currently priced in [3][35]. - In the UK, 10-year gilt yields are expected to end 2025 at 4.35% and 2026 at 3.80%, with the Bank Rate projected to decline further due to a slowdown in economic activity [41][43]. Currency & Foreign Exchange - The report forecasts continued weakness in the USD, with significant declines against safe-haven currencies such as EUR, JPY, and CHF, as the DXY is expected to fall to 91 by mid-2026 [8][69]. - Specific currency pairs are projected to move as follows: EUR/USD to rise to 1.25, GBP/USD to 1.45, and AUD/USD to 0.69 by mid-2026, reflecting various economic factors [8][69]. Inflation-Linked Bonds - In the US, breakevens are expected to remain elevated until 3Q25 due to tariff-induced inflation, with a tightening forecast around 2Q26 as inflationary pressures begin to cool [9]. Sovereign Supply Outlook - The report anticipates a decrease in net coupon bond supply across the G7, amounting to US$2.72 trillion in 2025, down 5% year-over-year, influenced by fiscal policy uncertainties [53][62].

Multinational companies are borrowing in rem at a record rate as they search for cheaper funding and a way to hedge against USChina relations. Panda bond issuance is rem borrowing by overseas companies in the mainland. In 2024, total borrowing was almost 200 billion remmbb which is the highest on record. In the first quarter of this year, panda bond issuance was more than 40 billion remmbb the second highest quarter on record.This marks a shift in strategy by global companies to raise debt for their Chinese ...

Group 1 - The article discusses a well-known Business Development Company (BDC) that is favored for its short-duration products with high yields [1] - Following a crash in the BDC sector, many companies experienced a significant decline in performance [1] - The investing group Trade With Beta offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1] Group 2 - The article emphasizes the importance of active investor participation and offers a free trial for interested parties [1] - The analyst has disclosed a beneficial long position in shares of GAINI and GAINZ, indicating a personal investment interest [1]

SHANGHAI, China, May 27, 2025 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced the commencement of a proposed offering (the “Notes Offering”) of convertible senior notes in an aggregate principal amount of US$450 million due 2032 (the “Notes”), subject to market conditions and other factors, in a private offering to persons reasonably believed to be qualifie ...

Group 1 - The company, Realkredit Danmark, has completed the auctions of mortgage covered bonds (SDRO's) in series 12E and 12F for the refinancing of RD Cibor6® effective from 1 July 2025 [1] - The results of the auctions are detailed in an appendix attached to the announcement [1]

表现最好的股市：波兰（+28%） 特拉维夫和德黑兰股市也纷纷创下历史新高…… Hartnett 由此得出结论：重大地缘政治 = 大波动 = "和平交易"在2025年跑赢"战争交易"（后文将有更多 内容）。希望这种情况能持续，尽管我们并不指望世界和平会在短期内突然降临。 在此期间，Hartnett 建议投资者密切关注三个关键指标： 30年期美债收益率：5% Michael Hartnett 最近的预测"逢消息买入、逢事实卖出"目前为止已经得到验证：这位美银美林的首席投 资官上周五预测，一旦有协议轮廓出现，股市将大涨，而标准普尔指数自上周五收盘以来已飙升了 5%。 尽管市场随着每一条关税新闻上下震荡，或者说最近几天直接"无视波动一路上涨"，Hartnett 早已将目 光投向下一个重大趋势。此前他对2025年的"大押注"是BIG（债券、国际市场、黄金），这一策略已被 验证成功，现在他在观察2025年表现最好的与最差的资产： 年初至今表现最差的资产：原油（-12%） 表现最佳的资产：黄金（+21%） 表现最强的货币：俄罗斯卢布（+41%） 美元DXY指数：100 SOX半导体指数：5000 目前，尽管收益率再度飙升（ ...