Reports
5 February 2025 

US Dollar Credit Supply: Decent start for USD supply

USD supply is off to a relatively strong start to the year. Yankee and Reverse Yankee supply, however, has been underwhelming

Executive summary

Corporate supply is lower than last year, but strong nonetheless  

Corporate supply totalled US$53bn in January, lower than the US$74bn pencilled in last year but still above most previous years. After redemptions of just US$24bn, net supply is sitting at US$29bn for the month.

Utility, TMT and Autos are the driving force for supply in January, with US$12bn, US$14bn and US$8bn respectively. Utility supply, in particular, is lower than last year’s US$23bn. Supply continues to be concentrated in the 3-6yr bucket, 9-12yr bucket and very long end.

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