#China has the potential to become the world's largest #greenbond market, as it aims to hit peak carbon emissions ahead of the government's 2030 target date. #Nuclear and carbon-capture funding needs could overtake renewable energy as the main driver of green-bond market growth, according to BI strategist Timothy Tan. Bloomberg terminal clients can access full report: https://lnkd.in/gUFztudt
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The oil market is likely to flip into a surplus as early as 4Q, followed by a significant oversupply through 2025, if OPEC+ goes ahead with its plan of unwinding output cuts , says senior energy analyst Salih Yilmaz, CFA. Production outside the group continues to rise and the demand outlook remains uncertain. Geopolitical tensions in the Middle East and Russia-Ukraine war remain a key supply risk, though haven't yet resulted in any major disruption. https://lnkd.in/dARTgZQZ #oil #opec+ #shaleproduction
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Over 30% of Gen Z respondents classify themselves as beauty devotees, according to senior consumer analyst Lindsay Dutch, CFA. BI's proprietary survey shows that Gen Z uses more product than older generations, providing a long-term growth tailwind for the over $110 billion US beauty market. Ulta Beauty and E.L.F. Beauty best connect with this cohort's unique preferences. https://lnkd.in/gkEjqNKD #GenZ #Beauty #Cosmetics
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#AI #servers are set for triple-digit revenue growth, despite the possible delay of Nvidia's Blackwell chip. AI servers may have a varying effect on margins and increase working capital for manufacturers such as Quanta and Wiwynn, according to BI analyst Steven H.L. Tseng. Bloomberg terminal clients can access full report: https://lnkd.in/gJPmMx3x
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Carry on Selling? Hopes of Carry Trade's Demise Look Exaggerated The latest data on Japanese investor holdings of developed markets government bonds in June showed falls not seen since the midst of Covid, but that's just a drop in the ocean and rumors of the carry trade's impending demise may be greatly exaggerated. That would leave a lot more pain to come unless yields and spreads in Europe and the US rise above their Japanese counterparts. But how have different government bonds been affected? Is there a relationship with overall yield levels and/or ratings? Read more on the terminal here - https://lnkd.in/eTZChgeB - and remember that if you have terminal, you have Bloomberg Intelligence in its entirety.
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iTraxx Has Been Quite Active and Eventful Recently The Crossover-Main ratio, still high at 5.5x, may remain elevated given the Main curve rolldown on the upcoming S42 roll as well as Crossover dispersion up at 64%, despite volatility cooling off after doubling in early August. Daily trading volume touched this year's high at $20 billion despite the summer lull, and that may persist on US uncertainty. But what about skew, basis and relative value as the market rallied back? Read more on the terminal - https://lnkd.in/eZfQd3TQ - from our European Credit Strategy team: Mahesh Bhimalingam and Heema Patel, CFA If you have a terminal, you have Bloomberg Intelligence in its entirety.
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Unofficial Eurozone wage data may suggest higher front-end #yields Unofficial data may make #ECB rate-cut hopes optimistic, and front-end #bonds yields look rich. Indeed's wage tracker, the only pay data the central bank will get before it meets again (before official 2Q numbers), shows wages plateauing, and confirms that June's cut came without the hoped-for backing of pay restraint. Read from our European Rates Strategist Huw Worthington on the terminal here - https://lnkd.in/eRA3EPTN #rates #fixedincome #inflation #portfoliomanagement
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How resilient was #bonds Portfolio Trading recently? Portfolio trading, the rapidly growing method for buying and selling big bundles of bonds, held up remarkably well during the market's mini-crash in early August -- confirming traders' increasing comfort with the new protocol as a core method of execution. During the market's panic -- as Japan increased rates, economic data wavered and stocks melted down and bounced back -- portfolio trading held strong in its share of the liquid #investmentgrade market but dipped in harder-to-trade #highyield. Read more on the terminal, including on the protocol's historical market share, here - https://lnkd.in/eK4w3DSP. By BI's #MarketStructure analyst, Brian Meehan. #fixedincome #trading #etf
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Real Estate Equity vs. Debt: Why They Can Both Just Get Along Real estate #equity returns may not be the highest but with portfolio-valuation troughs in prospect and improving guidance, they may narrow the gap to other sectors. #Bonds are having another solid year; lingering discounts to similarly rated notes suggest there's further room to tighten, but 2023's double-digit returns may be hard to beat -- even for non-REITs where bond yields still exceed dividend yields. Read more on the terminal, including on Hybrids and Cost of Equity, here - https://lnkd.in/e4BJdMRP Collab work by Sue Munden (Equity) and Tolu Alamutu (Credit). #realestate #portfoliomanagement #dividendyield
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More than 80% of the 17 listed Chinese steelmakers that have given 1H earnings guidance are anticipating losses, with the collective total topping 11.4 billion yuan, according to BI analyst Michelle Leung, CESGA®. #China #Steel Bloomberg terminal clients can access full report: report:https://lnkd.in/gd9yT33d
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