“Fed’s balance sheet could reach $9T”…by June. They are buying bonds at a pace of over $1m per SECOND
"Fed's balance sheet could reach $9T"…by June. t.co/5xsTZqGauG — Luke Gromen (@LukeGromen) April 6, 2020
bonds
$560 billion of investment-grade corporate bonds were downgraded last month. Short term Covid Recession or long term corporate-debt Depression?
by WolfOfWoolStreet Although some believe that QE and Central Bank purchases are sufficient to reduce credit spreads, investment-graded corporate bond downgrades are on a 20-year high. I keep hearing on most … Read more
If things get uglier, will the Fed buy high yield bonds?
If things get uglier, will the Fed buy high yield bonds? They’ve proven they’ll flout the law by skirting the Federal Reserve Act by buying securities prohibited by law through … Read more
QE is Bullish for Stocks, Bearish for Bonds
by Tom McClellan The Federal Reserve invented “quantitative easing”, or QE, back in 2009, as a way to try to stimulate the economy out of the damage of the 2008 financial … Read more
Curious as to how the Fed can buy ETFs and corporates bonds when they do not have the legal authority? Answer, the Fed and Treasury merged.
Curious as to how the Fed can buy ETFs and corporates bonds when they do not have the legal authority? Answer, the Fed and Treasury merged. Meet your new Fed … Read more
In case you are unaware that corporate bonds are blowing up… The passive bubble is now bursting.
In case you are unaware that corporate bonds are blowing up… IG, HY, and leveraged loans’ ETFs just had their largest monthly outflow in the history of the data. The … Read more
This is why we called it EVERYTHING BUBBLE. Now even bonds are not safe anymore.
This is why we called it EVERYTHING BUBBLE. Now even bonds are not safe anymore. t.co/NSogk0vDPs — Sebastian Sienkiewicz (@Amdalleq) March 22, 2020
Despite raising $5B from equity over a 9 month period, $TSLA bonds just puked up to an all-time high spread…
And before anybody points it out, yes, I know HY is blowing out everywhere, and here is the CDS chart pic.twitter.com/NjgqMqK50k — TeslaCharts (@TESLAcharts) March 16, 2020
Between BBB bonds getting downgraded and massive deficits, QE that used to flow back to equities likely won’t this time. That plus corp buybacks drying up spells real problems going forward
I was thinking the same thing….between BBB bonds getting downgraded and massive deficits, QE that used to flow back to equities likely won't this time. That plus corp buybacks drying … Read more
How bad could we be in – an analysis of corporate bonds
by TaxationIsTh3ft If we start to see corporate defaults on credit lines and loans, we are fuk. So this issue of corporate debt apparently has been known about since, like, … Read more
Treasury Bonds Sell Off With Stocks. That’s Not Supposed to Happen
www.barrons.com/articles/treasury-bonds-sell-off-with-stocks-thats-not-supposed-to-happen-51583946108 This is what happens when the fed is running out of “ammo” and treasuries are already priced for almost zero yield globally. I don’t think treasuries are going to … Read more
BONDS ARE NOT A SAFE HAVEN FOR INVESTORS. Although bonds sold to investors are unsecured and second in line to pursue claims when a firm goes bankrupt behind secured lenders, YIELDS ARE CURRENTLY WAY OUT OF LINE WITH THEIR RISKS. There are many obvious reasons, but here’s seven of them:
by toxicmarkets1 #7. Financial Market Regulators have been in Wall Street’s pocket for longer than anyone can remember. www.npr.org/templates/story/story.php?storyId=124208012 #6. Financial Behemoth Bankruptcies ( i.e. Lehman Bros, Bear Stearns, LTCM, … Read more
The entire yield curve for U.S. bonds fall below 1% for the first time in history
by Panosmek The entire yield curve for U.S. bonds fell below 1% for the first time in history after an all-out price war between the world’s biggest oil exporters triggered … Read more
Coronavirus raises the risk of real trouble in corporate bonds
Coronavirus raises the risk of real trouble in corporate bonds t.co/BGHwaeP2oB — Steen Jakobsen (@Steen_Jakobsen) March 5, 2020 Let’s see if credit window STAYS open. @bondstrategist contributed to this week’s … Read more
World Bank “pandemic bonds” may explain why the WHO has yet to declare the coronavirus a “pandemic” … even as it spreads to over 60 countries
by: JD Heyes (Natural News) Even as the first American dies of the Wuhan coronavirus and the first U.S. state declares an emergency to prepare for what a much wider outbreak, … Read more
Peter Schiff: Bonds are the bubble, gold is the pin … Michael Pento: The markets’ behavior is “lunacidal” … Chris Martenson: Coronavirus cases are doubling overnight …
BY JOHN RUBINO Peter Schiff: Bonds are the bubble, gold is the pin … Michael Pento: The markets’ behavior is “lunacidal” … Chris Martenson: Coronavirus cases are doubling overnight … Alasdair … Read more