Requiem.
…the next three months are likely to be even more trying.
Search Results for: BBB
Out Of Adjectives.
Crazy times, historic moves.
In Credit, A Swan Song
This was always the worry. But no one ever took it seriously.
Ablaze.
Wartime.
Off The Rails.
â€If the federal government doesn’t step up quickly…”
It Could Get Worse
Platitudes.
Chaos.
“…not randomness run amok, but an essential instability to changes in initial conditions”.
‘All Roads Lead To Lower Rates’: Kocic
“The least ambiguous trade”…
Weekend Color Commentary From The Macro Tourist
Some feedback on the great BBB apocalypse debate and more.
Macro Tourist, Bill Dudley Think Carl Icahn May (Eventually) Be Right On Corporate Debt ‘Time Bomb’
“Although I have no idea of the timing, as this cycle continues, I am getting more sympathetic to the idea credit is a time bomb.”
Trump Publicly Calls For Hunter Biden Investigation During Media Time With Ukraine’s Zelensky (No, Really)
“Whatever he can do in terms of corruption”.
David Vs. Goliath: Einhorn Takes On The US Corporate Debt Bubble
“Good luck, we’re all counting on you”.
Pence Throws Cold Water On Mexico Talks, Says Tariff Man Still Running On Schedule
“Our position has not changed.”
And Now, A Hot Take Rant On ETFs And Liquidity…
Imagine that, right?
There Are No More High-Speed Collisions, Only ‘Parking Accidents’
Does corporate leverage pose a systemic risk? Some perspective…
Trump V. Cummings: Naturally, US President Sues Black Man For Asking About His Finances
Because this is what one does, when one has nothing to hide.
Hypothetical ‘$2 Trillion Disasters’ And What Not…
There’s some hyperbole going on here…
Apparently, It’s A Binary Choice: ‘Cash Out, Or Go All In”
Narrator: It’s not that simple.
The Bad News Is, ‘The Next Recession Could See The Third-Worst Spread Peak In History’
The good news is, it won’t be because of defaults.
For US Credit Investors, The ‘Sum Of All Concerns’ Just Hit A Five-Year Low – Just Don’t Tell Anyone In Europe
“…most concerns have declined notably.”
After ‘Goldilocks’ Rally, One Bank Ponders What’s Next
“Cross-asset performance YTD has had a distinct ‘Goldilocks’ flavor, with equities and bonds rallying together.”
Hope Springs Eternal As Shutdown Risk Fades, Xi To Meet Lighthizer, Mnuchin
“Please Mr. President”…
Is Direct Lending The Next Subprime? Goldman Says Probably Not
Another “some worry” story.
‘We Feel The Need To Shout About This Risk Even Louder’: Angels In Europe
Fallen angel risk, European style.
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