In Europe, Credit Investors Search For A Liquidity Oasis
Who’s thirsty?
Category: investment grade
CDS Is Grossly Disconnected From EM, So Now Is A Great Time For A CDS ETF!
All you can do is shake your head.
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In Investment Grade Credit, A ‘This Has Never Happened Before’ Moment Emerges
This should be bullish – I guess.
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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.”
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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.”
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Trader Asks: Does IG Know Something Everything Else Doesn’t?
“Something unusual is happening.”
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Reciprocity: Full Week Ahead Preview
Trade, immigration and “covfefe” – what else is there?
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One Bank Sees ‘Ominous Signs For The World’s Most Important Financial Institutions’
“We do not believe this decoupling will be sustainable. Either the rest of the equities must come under pressure or the financial sector must rally.”
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Give Me Some Damn Credit – Or Actually, No. Don’t.
More on the disconnect.
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‘Transient Or Persistent’: What Does Credit Know That Everything Else Doesn’t?
Maybe nothing. Consider it unresolved.
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10Y bonds brazil credit dollar Dow emerging markets euro europe eurostoxx high yield investment grade lira oil
No Resolution.
Aaand that’s the week.
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Credit Disagrees With U.S. Stocks (Again): Who’s Right?
Spoiler alert…
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‘The Snapback When It Comes Can Be Vicious’: Albert Edwards Thinks Credit ‘Isn’t Getting The Message’ (Yet)
“And another straw in the wind may be the performance of a newly issued junk bond of a company called WeWork who have invented an entirely new, nonsense valuation metric – ‘community-based EBITDA’!”
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‘Dragon Energy’.
That’s one “very cool” holding pattern.
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From Inflation To ‘Quantitative Failure’: What Are Credit Investors Most Concerned About?
“Slim margin”of error for Goldilocks.