Discover and read the best of Twitter Threads about #BOND

Most recents (11)

#Moodys has pulled down its growth forecast for FY19 to 5.8%. Only surprise is why it’s not even lower. In the past year growth has collapsed from 8% to 5%. /1
@threadreaderapp

#India #CPI #GDP #RBI #bonds #inflation #ratecut #NBFC #jobs #credit #NPA #NCLT #growth
On the other hand #CPI is now at 4.6%. The laxmanrekha of 4% has been breached. A mix of drought, floods and unseasonal rain is driving food prices up. Core #inflation continues to fall to 3.7% reflecting the slowdown. /2
#India #GDP #RBI #bonds #ratecut #NBFC #jobs #credit #NPA
The wisemen and women of the economy have only one mantra - Cut, Pray, Hope. When in doubt cut rates.135 bps done but transmission is limited. We are told don’t look at nominal, real rates are still high. A single large cut is required. /3
#India #CPI #GDP #RBI #bonds #inflation
Read 16 tweets
Corporate Bond Market in India - A snapshot

Corporate Bond Market comprises of all the debt fund-raising/ financing/ fund mobilisation activities by Corporates through debt capital market instruments - Debentures or Bonds. Read on to know more about this market. Thread 1/12
As per SEBI data, the total outstanding corporate bonds in India aggregate to ~ Rs. 30.63 lakh crore.

This is about one third the size of the G-Sec market as well as the aggregate of Bank credit (i.e. total outstanding loans of banks). 2/12
The accumulated value of all the Corporate Bonds outstanding is only about 16% of the GDP.

In comparison, the size of the US corporate bond market to GDP is ~124%. It shows that the corporates in India rely heavily on banks. 3/12
Read 18 tweets
This post is a crash course on promoter funding, which serves as a bedrock for my next post.

Promoter funding/ financing, is the colloquial term used for raising of debt funds by Promoters of companies usually against the security/ comfort of shares. Thread 1/13
A promoter, many a times, needs money for (a) equity infusion in a new/ growing business, (b) personal use (c) enhancing stake in established business (d) family settlement etc.

If he doesn't have enough cash at his disposal, he borrows from finance firms. 2/13
The most liquid and widely accepted collateral/ security for these borrowings are shares of established (usually listed) companies.

These shares are pledged to the financing firm (or a trustee) to avail of the debt facility. 3/13
Read 18 tweets
#DianaRigg's 81st birthday today. Although it's fair to say no picture will do her justice, there are some very fabulous photos out there of her.
The woman can accessorise with a bird and still look amazing. #DianaRigg
Not the biggest fan of lace, but here's #DianaRigg in a ridiculous but beautiful jumpsuit.
Read 34 tweets
Lupasin live-twiitata. Elokuvan. Suomen rikosoikeuden mukaan.

#rikosoikeus007

Coming soon. 🍿
Tässä ketjussa livetwiitataan James #Bond -elokuva #Pallosalama (#Thunderball) Suomen rikosoikeuden mukaan.

Alkaa huomenna ma klo 21.00. #nelonen

Stay tuned.

#rikosoikeus007
Rikosoikeuden käsitteet hukassa?
Perehdy rikosoikeuden erityiseen ja yleiseen osaan Bondin parissa.
Siinä on kaikki.

Tänään klo 21.00. #nelonen

#rikosoikeus007
Read 90 tweets
Elezioni #Grecia, avviso ai populisti italiani e di tutto il mondo: il popolo è pronto a vendicarsi di #Tsipras, il leader di #Syriza che promise questo mondo e quell'altro. Per poi consegnare il suo paese alla Troika
bit.ly/2JupVwD
@finanza_com @pelias01 @Miti_Vigliero @ricpuglisi @carloalberto @MaurilioVitto @EugenioCardi @AlienoGentile @albertobisin 1/Stando all'esito del sondaggio Alco, #Syriza avrebbe ora il sostegno del 24,3% dell'elettorato, ben al di sotto di quello di Nuova Democrazia, pari al 34%. #Tsipras, da salvatore è diventato traditore, dicendo sì alla troika
@finanza_com @pelias01 @Miti_Vigliero @ricpuglisi @carloalberto @MaurilioVitto @EugenioCardi @AlienoGentile @albertobisin 2/Ai greci importa poco che tassi a 10 anni siano scesi in misura significativa a partire dal 2015, da quando #Tsipras è diventato premier. I tassi oscillano oggi appena sopra 2%, rispetto al 3,5% di due mesi fa. All'apice della crisi, erano volati al 44%.
Read 13 tweets
1\ Chad hits the nail on the head here. Global #CBs have encouraged the development of equity & credit markets that are completely divorced from economic reality led by unprecedented credit supporting inflated asset prices despite dire fundamentals. The #Fed has implemented 2\
2\ policies under which synthetically low interest rates and an endless credit coalescence have become the 'new norm.' But this only leads to artificially propped asset markets, atrophy in corporate capex, an institutionalized misallocation of capital, & a growing wealth gap. 3\
3\ Rather than invest in growth or innovate, when money's free corporations instead just buy up any semblance of competition (see the $GOOG graveyard). Complacency is everywhere. In the U.S., almost all industries are concentrated, w/either a local monopoly or an oligopoly. 4\
Read 7 tweets
@Halsrethink @RemainSovereign @TFMetals @BullionStar @jameshenryand @michaellebowitz @dlacalle_IA @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @PaulCraigRobert @LanceRoberts @TheBubbleBubble @POTUS @TayTayLLP @ronanmanly @jimiuorio @MoneyMetals @stranahan When a central banker or economist mentions 'stimulus', they are talking about diluting the currency through debt currency issuance - to create REAL GROWTH.

This is the insanity & silly talk promoted by central bankers globally.

Nobody asks the question.

#centralbanking #gold
Read 55 tweets
Last week in markets was truly exciting! Some important signals were provided - which sets us up for some truly great trades 😀Before all leaves FinTwit to relax and enjoy during Christmas - I will provide you with some #HZupdates. Stay tuned! 👍
#EURUSD has been showing a lot of weakness. The LT-perspective is same as it has been for a very long time. Target of ~0.91 to be reached some time during 2019. Coming decline will bring about massive capitulation #HZupdates
#EURUSD - I have had 2 scenarios for how price will develop coming days/weeks. This scenario seems to hold most credibility. We could see small bounce next week - but soon EURUSD will crash in a strong wave lower. Great opportunity to go short is closing in #HZupdates
Read 16 tweets
Time for a pre-turkey #tweetstorm on the biggest positioning/flows driver in the US #interestrates and #bond markets, and it’s a monster. 1/
As always, some background. This story starts in the #Eurodollar futures markets, which are basically bets on where 3m LIBOR will settle on a given day. E.g., a Dec 2019 ED contract pays based on where 3m LIBOR is on Dec 16, 2019. 2/
When expectations of 3m LIBOR fall, ED prices rise and vice versa. So the price of an ED is like a bond in that respect. 3/
Read 14 tweets

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