https://twitter.com/NorthmanTrader/status/1068203987147677697
The latest #Fed minutes show concern about growth in leveraged lending. Read #IMFBlog to find out more about the risks https://t.co/bIKx1nbBqz #debt pic.twitter.com/PymDKab4Pw
— IMF (@IMFNews) November 29, 2018
Non-financial corporate debt is at a record high of $75 trillion – up by $16 trillion since the 2013 taper tantrum. pic.twitter.com/9qa1V6L3Vt
— IIF (@IIF) November 29, 2018
Three month USD Libor has climbed to 2.7%, the highest level in more than 10 years, with the key benchmark rate climbing 61% this year alone: @TheTerminal via Lara Wieczezynski pic.twitter.com/CAcp9A1Uhu
— Lisa Abramowicz (@lisaabramowicz1) November 29, 2018
$3.1+ trillion of debt on the verge of total collapse.
Investment grade bonds ETF ($LQD) has already surpassed its 2016-lows while junk bonds ($JNK) are still well above it.
Aggregate Net Debt/FCF for JNK holdings is now at 28x! A retest of its previous lows is likely ahead. pic.twitter.com/pE5Jz0JuH6
— Otavio (Tavi) Costa (@TaviCosta) November 29, 2018
The distribution of leveraged loan issuance by rating @MoodysInvSvc
Source: @SoberLook @WSJ
FYI: https://t.co/zRODogvsEf pic.twitter.com/ZqyD8Uq1sk
— Mo Hossain (@MoHossain) November 29, 2018