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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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  • SSA
    Spain’s flirtation with the private placement market led to mixed reactions from dealers, as some felt it might struggle to match Italy’s ultra long dated efforts this year while others said it should be able to equal its peripheral peer.
  • SSA
    Canada could issue its first privately placed medium term notes in over a decade this year, EuroWeek can reveal, as the sovereign looks for alternative international funding tools.
  • SSA
    The Republic of South Africa printed a well oversubscribed $2bn global bond on Monday, although bankers on and away from the deal disagreed on the new issue premium paid. The initial secondary market performance was stable — arguing in favour of the leads’ strategy. But in less than 48 hours the bonds rose four cash points and bids for South African corporations and financials also improved, which the bookrunners struggled to explain.
  • Sri Lanka’s National Savings Bank is offering a whopping 225bp premium over the sovereign for its upcoming benchmark US dollar transaction to ignite interest for the double-B rated credits at a time when investors are clearly focusing on investment grade names.
  • PTT Exploration & Production (PTTEP) this week priced its $500m five year bonds nearly flat to fair value after strong support from onshore investors.
  • The Republic of Indonesia launched a $1.5bn global sukuk on September 10 that attracted robust demand for what is expected to be its last US dollar-denominated transaction this year. The interest came despite concerns over the country's economy.