1. Federal Reserve's Hamak: Further policy tightening is needed to reduce inflation.
2. Expectations of a Fed rate hike are impacting the mortgage-backed securities market, potentially weakening bank demand further.
3. IMF warns: Soaring global government bond yields have become the biggest emerging risk to financial stability.
4. IMF stress test: AI collapse coupled with bond market turmoil could push more global banks to the brink.
5. CLSA: For the first time in 25 years, the Fed model favors bonds over stocks, widening the divergence between institutional and retail investor sentiment.
6. Singapore Exchange launches new trading session for Asian bond futures, attracting European investors.
7. Tencent launches $5 billion bond issuance to raise funds for AI spending.
8. Shanghai Pudong Development Bank completes the first foreign currency repurchase transaction using offshore bonds as collateral in the free trade zone.
9. China Construction Bank assists Korea Development Bank in issuing 3 billion yuan of dim sum bonds, ultimately priced at 1.69%.
10. Several small and medium-sized banks recently received notices: Reduce bond duration and control the growth rate of financial investment.
11. Shandong Province plans to issue 727 million yuan in new special-purpose bonds and 322 million yuan in special refinancing bonds to repay existing debt.
12. Tianfeng Securities: The five major cloud vendors have issued $228.8 billion in bonds so far in 2026, while the annual issuance in any of the years from 2018 to 2024 did not exceed $50 billion.
13. A subsidiary of Hangzhou Urban Construction Investment Group was ordered to bear joint and several liability for 558 million yuan in debt.
