FO Research / Explainer

Explainer
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All FO Research reports filed under Explainer.

15 reports
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15 reports filed under Explainer

What Is a Credit Spread? HY OAS Explained: cover What Is a Credit Spread? HY OAS Explained A credit spread is the extra yield a company pays over the government for the same maturity. High-yield OAS is that number for the below-investment-grade bond market, and it separates a rates problem from an economy problem. The mechanism, the levels and why it stayed quiet until it did not. Bonds Explainer 9 min read min Bear Steepener vs Bull Flattener: Curve Moves Explained: cover Bear Steepener vs Bull Flattener: Curve Moves Explained Rates Bonds Explainer 5 min read min FX Intervention and the Line at 160: cover FX Intervention and the Line at 160 FX Central Banks Explainer 6 min read min Payrolls Revisions and the Benchmark: cover Payrolls Revisions and the Benchmark Labour Explainer 6 min read min Crack Spread Explained: How Refining Margins Drive Inflation: cover Crack Spread Explained: How Refining Margins Drive Inflation Inflation Energy Explainer 6 min read min Treasury Buybacks and the Issuer's Hand: cover Treasury Buybacks and the Issuer's Hand Rates Bonds Fiscal Explainer 6 min read min How the Desk Scores Its Calls: the method behind the FO call record: cover How the Desk Scores Its Calls: the method behind the FO call record Explainer 7 min read min Dr. Copper and Real Assets: What the Metal Is Really Diagnosing: cover Dr. Copper and Real Assets: What the Metal Is Really Diagnosing Inflation Commodities Explainer 6 min read min The Carry Trade Explained: Mechanics, Risk and the Yen Unwind: cover The Carry Trade Explained: Mechanics, Risk and the Yen Unwind FX Explainer 6 min read min r-star Explained: Is Monetary Policy Actually Tight?: cover r-star Explained: Is Monetary Policy Actually Tight? Rates Fed Inflation Explainer 6 min read min Reading the Yield Curve: Inversion, Un-Inversion and the Timing Trap: cover Reading the Yield Curve: Inversion, Un-Inversion and the Timing Trap Rates Bonds Explainer 6 min read min The Dollar, Decoded: the DXY, Rate Differentials and the Dollar Smile: cover The Dollar, Decoded: the DXY, Rate Differentials and the Dollar Smile USD FX Rates Explainer 5 min read min