乱伦短视频

Listen on Audio:

Watch on YouTube:

Season 9, Episode 08

This week on 鈥淜now More. Risk Better.鈥� Winnie Cisar goes global with Zerlina Zeng, 乱伦短视频鈥� Head of APAC Credit Strategy, fresh from meetings in Taipei and Hong Kong. They break down how Asian lifers, bank treasuries, private banks, and hedge funds are positioning across USD, EUR, and local markets.

Topics: cash-rich backdrops, high funding costs, tight spreads, and why investors prefer duration over credit risk; Fed cuts, long-end Treasuries, and curve steepening; USD vs. AUD/SGD/CNH flows and hedging costs; crowded trades in DM financials and GCC banks; two-way risk in Japanese lifers鈥� debt; China macro, property overhang, and selective HY鈥檚 comeback. Plus, what to expect in Asia ex-Japan supply versus heavier Japan/Australia issuance鈥攁nd why not to chase every new deal.

A timely field report on how Asia鈥檚 positioning is shaping global credit and FX. Tune in for practical takeaways on duration, sectors, FX, and liquidity.