Leroy Groffier(@LeroyGroffier):ASIAN BANK MELTDOWN: JPM noted Sing banks' bond sensitivity 2 days ago, they cracked finally, now a massive delayed reaction regionally (KR, HK, SG, even Japan weaker). Banks = large cap outperformers, high divs, retail favs, low vol. Unwind underway, doesn't seem to be attributable to shorting. https://t.co/d6kQdoEva6, DBS.SP, 055550.KS, https://t.co/Pr5pGxiMA6, https://t.co/ut6l7D5Sgr for example

2026.10.08 06:45

ASIAN BANK MELTDOWN: JPM noted Sing banks' bond sensitivity 2 days ago, they cracked finally, now a massive delayed reaction regionally (KR, HK, SG, even Japan weaker). Banks = large cap outperformers, high divs, retail favs, low vol. Unwind underway, doesn't seem to be attributable to shorting. DBS.SP, 055550.KS, for example