‘All Roads Lead To Lower Rates’: Kocic
“The least ambiguous trade”…
“The least ambiguous trade”…
“Good luck, we’re all counting on you”.
Does corporate leverage pose a systemic risk? Some perspective…
There’s some hyperbole going on here…
Narrator: It’s not that simple.
The good news is, it won’t be because of defaults.
The latest from the “BBB apocalypse” saga.
A lot of ad hoc musings here cobbled together and submitted for your approval.
Amid the storm, there’s one place where volatility isn’t showing up…
Yes, it’s going to crack, but where first?
The bottom line here is that while a big part of me is rooting for the guy, the odds are most assuredly not in Adam Schwartz’s favor.
“It’s not trade wars or an equity market correction that look to be keeping credit investors up at night”…
Imagine a world without QE…
“This seemingly counterintuitive result has a distinct ‘path-dependent’ flavor.”
What happens to the zombies (so to speak)?
There’s good news and bad news. Which do you want first?
“The key takeaway here is that, since mid-2014, the average daily turnover on large capital structures has notably increased relative to smaller capital structures. The increase appears to have coincided with the uptick in the ETF flow volatility.”
With spreads having come in as much as they have, there’s not much left for average investors.
It’s unlikely that anything Jerome Powell has to say on Wednesday, following the conclusion of
This week, the US garnered the dubious distinction of recording a record number of coronavirus
After some 72 hours of needlessly fraught negotiations aimed at sealing a deal to launch
Go ahead, everybody – indulge yourself in Fed jokes.
Call it a requiem. Or a pseudo-lament. Or maybe just an obituary dressed up as
“The analogy is with an iceberg.”
“…as investors’ focus turns to the real economy a reality check or two remains in the cards.”
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