Tag: corporate bonds

A Change In The Risk Profile Of Corporate Credit

Today we'll dig into the credit markets and highlight some emerging concerns (near-term). Since the September / October 2017 corporate bonds issuance surge, investment grade...

Credit Markets Still Bullish As Virtuous Cycle Continues

When corporate bond buyers stepped up into the January/February 2017 issuance period, they were almost immediately rewarded with price markups thanks to what seemed...

May 2017 Credit Markets Recap: Big Month For Corporate Bonds

May 2017 was a sufficiently stunning month in the credit markets. And it deserves an update on the litany of data the I laid out...

Corporate Bond Issuance Slows, Still Eyes Record 2016

U.S. corporate bond issuance totaled $99.7 billion in July, down 25.9 percent year-over-year. Of this, investment-grade was $85.2 billion, down 32.1 percent y/y and...

A Coming Credit Crisis? Despite Sentiment, Bond Market Says No

The Federal Reserve is seemingly adjusting policy the same way algos trade stocks for pennies. As I type, the Brexit fans hold a 7%...

Corporate Bond ETFs Offer Varying Opportunities And Risks

Corporate bond ETFs were one of the biggest disappointments of the fixed-income landscape in 2015. Their lackluster returns and weakening fundamentals suggested an undercurrent...

Are Investment Grade Bonds The Next Shoe To Drop?

As the market rallied on Tuesday, there were plenty of upside alerts triggering. But one notable downside alert triggered as the Investment Grade Bonds...

Credit Markets Update: Mala Tempora Currunt?

I have been away from the trading screens since Tuesday and only able to catch up at night. Below is my read on what...

Are Credit Markets Signaling More Pain For Stocks?

I have been offering a fair amount of color on the twists and turns of corporate credit and credit derivatives, and their impact on...

Where The Credit Market Stands And Where It May Lead Stocks

Long time readers know that I believe the stock market’s direction is a function of the corporate credit market and the many derivatives that...

Most Popular

Social Media

897FansLike
40,046FollowersFollow