HALISTER1: DBRS: Nova Scotia’s 2017 Budget: Steady as She Goes

DBRS: Nova Scotia’s 2017 Budget: Steady as She Goes

Alert: HALISTER1
Source: DBR (Dominion Bond Rating Service)

Tickers
3077Z CN (Province of Nova Scotia Canada)

People
Brenda Lum (DBRS Ltd)

Topics
Fixed Income Research
Credit Analysis Research
Credit Research
Investment Research
Issuer Focused Research

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UUID: 7947283

HALISTER1: FHLBs Biggest Beneficiaries of Money-Market Reform, Fitch Says

FHLBs Biggest Beneficiaries of Money-Market Reform, Fitch Says

(Bloomberg) -- Federal Home Loan Banks (FHLBs) have been the biggest beneficiaries of the SEC’s money-market reforms, with govt fund assets boosting their agency holdings to $508b as of July from $158b in October 2015, Fitch strategists Winnie Lee-Cember and Greg Fayvilevich say in note.
  • Of the $1.1t increase in govt money fund assets between October 2015 and July of this year, $387b (35%) was allocated to U.S. agencies and $266b (24%) to U.S. Treasuries
  • As many as 82 funds have invested more than 20% of their assets in FHLBs vs 34 funds prior to reform, according to data from most recent reporting period
    • 20 funds have allocated more than half of their portfolios to FHLBs
  • Money market funds also have indirect exposure to agency debt as they’ve also increased their repo holdings to $266b in July from $114b in October 2015
To contact the reporter on this story: Alexandra Harris in New York at aharris48@bloomberg.net To contact the editors responsible for this story: Boris Korby at bkorby1@bloomberg.net Vivien Lou Chen

Alert: HALISTER1
Source: BFW (Bloomberg First Word)

Tickers
1799Z US (Federal Home Loan Banks)

People
Gregory Fayvilevich (Fitch Ratings Ltd)

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UUID: 7947283

HALISTER1: Bond Traders Have Lots of Reasons to Sell (At Least for One Day)

Bond Traders Have Lots of Reasons to Sell (At Least for One Day)

Alert: HALISTER1
Source: BN (Bloomberg News)

People
Aaron Kohli (Bank of Montreal)
Bob Michele (JP Morgan Asset Management Inc)
Donald Trump (United States of America)
Dr Janet L Yellen (Federal Reserve System)
Ian Lyngen (Bank of Montreal)

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UUID: 7947283