Don’t worry, it should be fine.
Category: credit
Where The Risks Are: A Spider Web Of Financial Excess
“Mostly reassuring.”
You’re Not Wrong Walter, You’re Just An Asshole.
“Am I wrong?”
Short Demand For HY ETFs Hits Record
“The ability to achieve HY short exposure via exchange listed products has allowed a wider range of market participants to put the trade on.”
They’ve Done Studies You Know…
60% of the time…
What’s Going On With Credit Vol.?
“…the tail risk associated with the bond trade unwind has become more visible.”
While You’re Waiting, Can I Interest You In Some Stocks?
So in the meantime…
Are The Locusts Coming? Here’s What History Says About Stocks, Credit, Yields And Inflation
“Lions, tigers, and bears, oh my!”
High Note.
And so the holiday-shortened week comes to a close and it delivered everything that could have been reasonably expected of it.
In High Yield: Exodus
“Big league”.
Is This How The Junk Bond ETFs Blow Up?
You know there’s probably something a bit quixotic about the crusade to warn of an eventual blowup in the high yield ETF space. But…
What The Hell Is Going On With The Largest IG Corporate Bond ETF?
Boy, I’ll tell you what: you people are yanking money out of bond funds like there’s no tomorrow.
Are Central Banks Trying To ‘Purposely’ Engineer Volatility? These Investors Think So
The bottom line: for credit investors, the risk of central banks becoming more hawkish is now a two-headed beast.
If It Bleeds.
“…we can kill it.”
‘Shocks’ And A ‘Critical’ Level
In pop culture terms, “there’s levels to this shit.”
Trader: Everyone Is Missing This Important Indicator
” And although many market participants focus on quantitative easing and other high powered money supply levels to measure potential inflation, the truth of the matter is that private sector money creation is much more important.”
Money Laundering.
What to say about Tuesday? Well, a lot actually.
DACA Schoen: Full Week Ahead Preview
All eyes on (geo)politics. And Canada. Of course.
The World’s Pile Of Negative-Yielding Debt Just Shrunk By $1 Trillion In 8 Days
Good news? Well, I suppose that depends on one’s perspective.
‘What Goes Up’: Everything.
And you know what they say about “what goes up”…
Ignore That Raging Dumpster Fire.
Just try not to focus on that, ok?
One Bank Reveals 7 Key Calls For The New Year
But for those interested in trying to “DO SOMETHING” (as opposed to just kicking back and being “actively” passive)…
‘Just Stop It’: Frantic Search For New Narrative Ensues As 2018 Trading Kicks Off
I’m not entirely sure what everyone expected. If 2018 were a person, it would probably be thinking something along the lines of this: “well shit, give me at least 48 hours to get my feet wet before you start accusing me of being a cheap knock-off of my predecessor.”Â
Requiem For 2017: The Year In Charts
Cheers to you in the new year…
‘Scary And Uncharted Territory’: We’re Gonna Need More Cowbell
“We know QE as the source of all good in financial markets”…
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