Tag: debt markets

What Are Credit Markets Saying About Stocks?

Back in front of the screens after two weeks of golf-filled fun, and I find: IG cash spreads back to benign levels (134bps) after tickling...

2019 Corporate Debt Analysis: Leaving No Margin For Error?

Investors who view continuing low interest rates as an all-clear sign for heavily leveraged companies may want to look at the chart above before...

Soaring Corporate Debt Levels: Value Investors Need Discerning Eye

Given increased economic headwinds and the length of the market runup, it’s not surprising investors are flocking to what they hope will be steady-performing...

Beware of the Walking Dead: Zombie Debt Companies

In a previous article, The Fed’s Body Count, I stated: “Markets and economies, like nature itself, are beholden to a cycle, and part of the cycle...

A Mound Of Debt: Who’s Funding Uncle Sam?

In, The Lowest Common Denominator, we quantified the extent to which growth of consumer, corporate, and government debt has greatly outstripped economic growth and our...

Consumer Debt / Consumption: Pulling Forward Versus Paying Forward

Debt allows a consumer (household, business, or government) to pull consumption forward or acquire something today for which they otherwise would have to wait....

Goldman Sachs Take On Corporate Debt: Myopic or Self-Serving?

“The biggest problem that most people have is that they read Wall Street research reports and they believe the Wall Street hype… Wall Street...

Corporate Debt Tsunami: $3 Trillion Time Bomb?

This article was written by Will Nasgovitz  – CEO and Portfolio Manager, Heartland Advisors. For most of the past 10 years, corporate debt has been...

Emerging Markets Sovereign Debt (PCY) On The Ropes

Folks, some followers requested that I take a look at the Emerging Markets Sovereign Debt ETF (NYSEARCA:PCY).  Honestly, I hadn't looked at this particular...

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...

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