European High Yield Faces Two-Headed Hydra From Italy, EM FX
There are so many self-referential dynamics in play here that it will make your head spin.
Category: credit
Is The Reflation Trade Back? Not According To One Bank
“The ‘reflation trade’ indicator continues to lose momentum; we do not foresee a sharp reversal towards the ‘reflation trade’ for the remainder of the year.”
CDS Is Grossly Disconnected From EM, So Now Is A Great Time For A CDS ETF!
All you can do is shake your head.
In Investment Grade Credit, A ‘This Has Never Happened Before’ Moment Emerges
This should be bullish – I guess.
To Hell(sinki) And Back: Full Week Ahead Preview
This is the usual cocktail of geopolitical risk and Fed watching, with a dash of Brexit for bad measure.
The ‘Non-Stop Event Risk Cabaret’: This Is The Tie That Binds 2018’s Market Shocks
“Buy the dip” is now “sell the rip”, don’t ya know?
What’s Wrong With Investment Grade Credit? Some Possible Answers As Compiled By The Macro Tourist
“Whichever reason you are partial to, at least you now have a good list of excuses to pick from as to why IG is trading so badly.”
Beware Fallen Angels: One Bank Ponders The Fate Of The European Junk Market
“… it fills us with a lot of fear [and] not just because many central banks would be relatively constrained in their ability to cut rates after their big post-GFC easing.”
Trader Asks: Does IG Know Something Everything Else Doesn’t?
“Something unusual is happening.”
Reciprocity: Full Week Ahead Preview
Trade, immigration and “covfefe” – what else is there?
10Y bonds brazil credit dollar Dow emerging markets euro europe eurostoxx high yield investment grade lira oil
No Resolution.
Aaand that’s the week.
