semis

Semiconductor rebound drives performance

Fiscal repair will be a priority for the new government given still-large deficits will propel already substantial debt even higher.

Bank traders have frequently reported AA to AAA rated State government bonds (or semis) have been increasingly behaving like a "safe-haven" asset as the spreads they...

Since 2014, banks have typically bought a large chunk of all new State government bond ("semi") issuance, with a peak of 49% in 2020. Our analysis suggests that as a...