The Obvious Trade Won’t Be The Right One When It Comes To The BBB Problem, Trader Says
“I think the obvious trade (shorting LQD) will not be a money maker.”
Search Results for: BBB
The Last Time BBBs Did This, Stocks Were At Record Highs
The latest from the “BBB apocalypse” saga.
‘Fallen Angel Risk’ Still Front And Center Despite Bounce As $186 Billion Of Bonds ‘Migrate’ To BBB
…nobody wants to assign a high probability to what would be a catastrophic event.Â
IG Credit Potpourri: BBB Apocalypse Update And A Liquidity Check
A lot of ad hoc musings here cobbled together and submitted for your approval.
News From The Final Frontier
I don’t especially enjoy writing about SpaceX. I went through the motions on IPO day
Weekly: Going Streaking
If the S&P 500 managed merely to avoid a 1.5% loss during this week’s final
42
Clio Time was, I didn’t need much to be happy. And that was good
McElligott Offers Nuanced Explanation For Macro ‘Green Shoots’
Mind the capex pull-forward effect. That was one message from Nomura’s Charlie McElligott who, in
Famous Risk Indicator Picks Up AI Bubble After ‘Revamp’
Sell! Not investment advice. Do your own research. Consult your financial advisor whose office in
Weekly: Don’t Forget The Fed
The disorienting to-and-fro of momo and meme stocks — and associated fretting over the psychological
‘The Greatest Real Estate Crisis’ Since Lehman: How Bad Is Germany’s CRE Problem?
The German economy doesn’t need any more problems. The engine of European growth is stuck
Bonds May Offer ‘Stock-Like’ Returns In 2024
Did you hear? Bonds could be set to offer “equity-like” returns in 2024. I’m serious.
‘Apocalypse Postponed’
If you’re looking for “signs of greed,” BofA’s Michael Hartnett sees one. He probably sees
‘Unambiguous’ Buy Signal Overshadowed By Stagflation Reality
The stock market “basically dropped by one US economy in six months,” BofA’s Michael Hartnett
Key Indicator Flashes Rare ‘Buy’ Signal. But There Are Caveats
For the first time since the depths of the original pandemic selloff, a widely-cited indicator
Biden Plays Stealth Stimulus Card With Student Debt Move
The Biden administration snuck some additional fiscal stimulus through the back door on Wednesday. In
Goldman Slashes US Growth Outlook On Manchin Bombshell
“A failure to pass Build Back Better has negative growth implications,” Goldman said, in a
Even If It All Comes Crashing Down Tomorrow
Even if central banks stumble into a policy mistake and it all comes crashing down
China Understands Capitalism Better Than America Does
Chinese tech shares slipped to start the new week, as the latest news from Beijing’s
Compelling Narratives
A lackluster start to the week was blamed, in part anyway, on underwhelming data out
‘It’s A Joke’
Never a dull moment. Markets were subjected to more unnecessary drama on Friday, as investors,
The (Corporate) World According To COVID-19
Of 345 publicly-traded companies in the US with market caps greater than $25 billion, 43
An Unequal Credit Boom For An Unequal Nation
“I have directed @stevenmnuchin1 to get ready to send direct payments to all Americans”, Donald
‘The Worse COVID Gets, The Better The Markets Do’ (A Misleading Story)
On Monday, Reuters ran an extremely rudimentary piece carrying what I can only describe as
To Hell And Back Again (What The Flows Are Saying)
It’s been a wild ride.
Buy America! Fed Launches Primary Corporate Credit Facility
If you were already offended by the Fed’s purported “transgressions”, you can pretend to be even angrier now.
Fed Unveils Composition Of Corporate Bond Portfolio. Why Not Have A Look?
“Moral hazard!”, everyone shouted, in unison.
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