Safra Sell-side卖方

FSA FI Daily Commentary

Sep 19, 20269 pages页

From the report报告摘录Global Rate Cut Sentiment: US/UK/Germany/Australia/China 10Y yields decline (0.030–0.091 bps), signaling broad central bank easing expectations amid cooling labor data (jobless claims 196k vs 208k expected).

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

FSA Fixed Income Daily Commentary 18 September 2026

Interest Rates Last Previous Chg Last Previous Chg UST 2 Year Germany 10 Year UST 10 Year Australia 10 Year UST 30 Year China 10 Year UK 10 Year Shanghai 3 Month JGB 10 Year Shanghai 7 Day Repo

Total Return Total Return Total Return Index Total Return YTD 1D 1W 3M Total Return 1Y EM Sovereign Bond 2.67% -0.06% -0.49% 0.89% 3.28% EUR IG -0.84% 0.12% 0.05% -1.88% -0.55% EUR HY 0.95% 0.16% 0.05% -0.67% 1.69% Global Corporate -1.32% 0.22% -0.03% -1.79% -1.20% IG EM Corp Plus -0.99% 0.22% -0.10% -1.46% -0.21% US Corp -0.78% 0.50% 0.45% -1.48% -0.34% EM Ext Debt -0.27% 0.27% -0.19% -2.03% 2.07% Global HY 1.60% 0.08% -0.31% -0.27% 2.49% US High Yield 1.84% 0.19% -0.10% 0.07% 3.21% HY EM Corp Plus 3.95% 0.14% -0.20% -0.13% 4.72% Asian USD InvestGrade -0.84% 0.31% 0.16% -1.29% 0.00% Asian USD HY Corp 4.08% 0.14% -0.22% 0.59% 4.36% USD CoCo liq DevMkt AT1 2.16% 0.25% 0.23% 0.25% 4.32% Dow Jones 9.02% 0.62% -1.47% 0.93% 14.35% S&P 500 12.50% 1.14% -0.22% 3.21% 17.05% NASDAQ 14.16% 1.69% 0.33% 1.66% 19.39% WTI Oil Price 77.52% -0.79% 1.05% 20.27% 63.54% Spot Gold 1.00% 0.48% 0.31% 0.65% 19.71% Spot Silver -8.08% 0.99% 2.14% 3.95% 57.49% ICE Sugar 16.39% -3.02% -7.24% 2.40% 10.69% Source: Bloomberg

FSA Fixed Income Daily Commentary 18 September 2026

NEW RECOMMEN- OLD RECOMMEN- COMPANY TICKER RATING DATION DATION Krakatau Posco KRKPSC BBB- UP UP ReNew Energy Global RPVIN sen. Ba3 / MP MP New World Development NWDEVL unrated UP UP Rabobank RABOBK Aa3 / A+ / AA- MP MP Braskem BRASKM Ca / D / RD MP MP Raiffeisen Bank International RBIAV A1 / A- / - MP MP

Top Picks added over the last 4 weeks

Issuer COUPON Call Date Maturity M/ S&P Offer YTM YTC ISIN CCY NEWCASTLE AU3CB0 COAL INFRA- 6.094 25/05/2031 25/08/2031 Baa3 / BBB- AUD 338150 STRU NEXTERA EN- Baa2 / BBB / AU3CB0 7.484 01/06/2036 01/09/ AUD ERGY CAPITAL BBB 339125 USF1R1 BNP PARIBAS 4.625 25/02/2031 PERP BBB- / BBB USD 5XL357 MIZUHO FI- Ba1 / BB+ / US6068 NANCIAL 7.050 15/12/2036 PERP USD NA 7YEA38 GROUP SUMITOMO Baa3 / BB+ / US8656 MITSUI FINL 6.950 05/12/2036 PERP USD NA 2MEY21 GRP Source: Bloomberg

2 | FSA Fixed Income Daily focus

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