EM Credit Trader

sellside emerging markets credit trading. bruised, battered and a few bloody noses but still alive somehow. never a dull day.

[EM Credit Trader @CreditEm]

Big pain out there... Cash underperforming cds says it all. Trump better pull a rabbit out of the hat.

[EM Credit Trader @CreditEm]

@em_credit_fund @EMopportunities Who quotes that? I don't. Was always illiquid

[EM Credit Trader @CreditEm]

@dampedspring Bank of Jensen 😀

[EM Credit Trader @CreditEm]

@em_credit_fund Time to short?

[EM Credit Trader @CreditEm]

@HYcorps @chamath @theallinpod @Jason @friedberg Seconded

[EM Credit Trader @CreditEm]

@junkbondinvest Them single Bs be looking rich!

[EM Credit Trader @CreditEm]

@zerohedge Do you know what that means famalam?

[EM Credit Trader @CreditEm]

We are all coreweave CDS experts now.

[EM Credit Trader @CreditEm]

@3fkta Oh man, agentic AI can't come soon enough

[EM Credit Trader @CreditEm]

Note to salesepople - asking a client for a look on an incoming RFQ is not your raison d'etre.

[EM Credit Trader @CreditEm]

@PauloMacro "When the tide goes out you'll see who's wearing any underpants"

[EM Credit Trader @CreditEm]

The fed needs to do a Uganda.

Unpopular opinion but a hill I might be willing to die on.

[EM Credit Trader @CreditEm]

Emerging Market Debt is the real safe haven.

WHO'S WITH ME?

Ok.. I thought so.

Godspeed.

[EM Credit Trader @CreditEm]

Hearing the HY desk in September - the moans and groans. Poor guys. This video sums it up.

[HY Credit Geez @HYcorps]

A budget tribute to the OG @litcapital

[EM Credit Trader @CreditEm]

@EffMktHype Worst still... I think spacex bonds rated IG has twinges of the CDO ratings uplift we saw pre GFC. If you get a chance please read the analyst reports... Hocus pocus forecasts.

[EM Credit Trader @CreditEm]

What's that saying about glasshouses and stones?

[Treasury Secretary Scott Bessent @SecScottBessent]

Iran has a new oil minister.

Considering Iran has not loaded a single barrel of crude onto a vessel since August 25th, what is the oil minister managing?

[EM Credit Trader @CreditEm]

@atqed58 Internal and yes external too

[EM Credit Trader @CreditEm]

Am I the only guy underwhelmed by the quality of sell side research these days?

[EM Credit Trader @CreditEm]

I'm an EM guy but the weakest link for this Sep rates move seems to be Europe?

[Mario Cavaggioni @CavaggioniMario]

Has contagion begun?

2Y:
DBR -9.4
OAT +7.4
BTP +11.7
SPGB -1.5

5Y:
DBR -5.9
OAT +8.9
BTP +12.7
SPGB +3.4

10Y:
DBR -3.5
OAT +7.4
BTP +11.3
SPGB +4.0

[EM Credit Trader @CreditEm]

@em_credit_fund TAMA

There are more alternatives...

#TAMA

Can I coin this ?