One theme I’ve been keen on highlighting this year is the growing divide between HY assets held in funds and the Street’s willingness to inventory
Category: bonds
Chart Of The Day
Tell me again who’s going to inventory all these bonds in a pinch… (Chart: Deutsche Bank)
Why One Trader Is “Overwhelmingly On Edge”
Regular readers are familiar with Richard Breslow, a former FX trader who pens a daily missive for Bloomberg. Breslow’s commentary is usually spot on and
Here’s Where The Hedge Fund Bulls And Bears Are…
Presented with no comment, other than to gingerly ask “contrarian indicator?”… (Charts: SocGen)
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