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Sovereigns

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SSA
Analysts discuss the scope of tightening in Bund swap spreads and the impact on SSA spreads
OATs and OLOs could weaken further versus Bunds while southern European countries and EU continue to paint a positive picture
SSA
Uncertainty looms large as presidential race far from clear and budget negotiations potentially ‘highly challenging’
SSA
Summer in full swing but first two weeks of August not completely off the cards for non-euro deals
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  • China General Nuclear Power has opened books on its first US dollar denominated deal.
  • SSA
    Italy’s yields dropped for the second day in a row on Thursday, as a renewed threat to the country’s fragile coalition government failed to derail a six month bill sale ahead of a long dated debt auction on Friday.
  • SSA
    Hungary’s Export Import Bank priced its long awaited €400m dual tranche deal on Tuesday afternoon, which benefits from a guarantee structure never before used in the bond market. It took two months of execution before investors were comfortable enough to participate, but the triple-A rating and tight pricing should result in large cost savings for the issuer.
  • SSA
    Mexico used a liability management transaction to ensure the country's smooth return to the dollar markets on Monday, the country’s public credit head has told EuroWeek.
  • The SSA new issue market burst briefly into life after the unexpected decision by the Federal Open Markets Committee to delay the tapering of quantitative easing. Ten borrowers have announced mandates since then across the spectrum of SSA credits, but with only the African Development Bank (AfDB) left to price its deal, the issue spree may already be all but over.
  • SSA
    Italy’s two year borrowing costs dropped to their lowest level since May at an auction on Wednesday, making a strong start on a busy few days of issuance for the sovereign.