Bonds

Alphabet seeks US$9.4 billion from sterling, Swiss franc bond sales

This is because its capex may reach US$185 billion in 2026 to finance its ambitions in artificial intelligence

The Google parent is set to raise US$20 billion from a US dollar bond offering on Monday.

Alphabet embarks on global bond spree to fund record spending

Other big tech companies are ramping up their spending too

The Fed vastly expanded its balance sheet during the global financial crisis and the Covid-19 pandemic to push down long-term interest rates.

US Treasury’s Bessent says Fed will take its time on balance sheet moves

[WASHINGTON] US Treasury Secretary Scott Bessent said on Sunday he would not expect the Federal Reserve to move quickly to shrink its balance sheet, even under Fed chief nominee Kevin Warsh, who has c...

Kenneth Yeoh, head of debt capital markets, global investment banking at OCBC, says investors with a Singdollar mandate have helped to boost the market.

Singdollar bond issues may match recent highs due to geopolitical uncertainty: OCBC

Refinancing activity on perpetual securities issued during the Covid-19 pandemic years might also help

Oracle’s offering comes as more than US$3 trillion is projected to be needed for funding data centres for artificial intelligence efforts.

Global bond sales reach US$1 trillion at their fastest pace ever

Some fund managers are paring their purchases of corporate notes

Under pressure to improve long-term returns amid Japan's ageing population, GPIF gradually raised its exposure to overseas assets over the past decade.

Japan’s bond meltdown spurs speculation over GPIF portfolio shift

Move could help arrest the spike in yields by increasing its asset allocation to the country’s government bonds

Some US$5 trillion of the country’s capital is deployed overseas.

Malaysia, Mexico most at risk from Japan carry unwind, HSBC says

Traders are on guard for increased volatility in markets ahead of an election on Feb 8

With a snap election coming up on February 8, Japanese long-range bond yields shot up more than 25 basis points this week.

Japan’s election, Greenland’s takeover and Asia’s market resilience

From Japan’s bond shock to Greenland geopolitics, Asian markets stay resilient as political risks pile up. Emily Liu finds out why.

Long-duration assets are expected to exhibit “significantly higher price volatility” than the rest of the curve throughout 2026.
BROKERS’ TAKE

Smart yield hunting: CGSI says buy SGD, AUD-issued bonds, 5-10 year investment-grade debt

Analyst recommends investment-grade bonds with mid-term maturity rates