Category: credit
The $1 Trillion Leveraged Loan Bubble Looks Like It’s Popping – Here’s Some Deadpan Color
It had to happen eventually.
‘When The Largest ETF Buyer Exits, Nobody Wants To Catch A Falling Knife’
This is such a familiar refrain that it wouldn’t even bear mentioning at this point were it not for the fact that it’s now reversing – with entirely predictable consequences.
Goldman: ‘The Tide Has Shifted’ In Credit Markets And Here’s Why…
“Three factors have driven this shift.”
A Junk Odyssey.
Looking across the high yield market amid the post-holiday malaise.
Jeff Gundlach Is ‘Amazed’ At How ‘Copacetic’ Markets Are About Coming Credit Apocalypse
“Stay out of investment grade bonds.”
The Press Knows What Will Cause The Next Crisis, And It’s Corporate Debt
“For financial journalists, pinpointing the source of the next meltdown is no easy task. The ones who did so pre-2008 were few.”
In Credit, Searching For The Last Straw
Yes, it’s going to crack, but where first?
Goldman Doesn’t Think It’s Time To Panic. Here’s Why…
Who’s in the mood for some “don’t panic, the fundamentals are sound” analysis on Saturday?
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.
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.