US investment grade bonds at 5.63% yield… the highest since 2009… this is the yield now paid by the most credit worthy US corporates…. buybacks pumped the stock market in the last 10 years… but borrowing at 6% to buy back shares it not an obvious proposition… September 27, 2022 3:12 pm
Let’s see how long Leatherface Legarde and the ECB can keep buying up Italian bonds that everyone else is dumping September 26, 2022 3:56 pm
The yield on corporate junk debt is nearing 9%. It will be very expensive for borrowers with maturing bonds to refinance at these levels September 20, 2022 11:19 am
Global real household incomes are crashing… ‘We are in stagflation, short bonds, short equities. Simple.’ September 2, 2022 10:42 pmAugust 31, 2022 7:26 pm
Bonds of Bed Bath & Beyond Collapse on Bankruptcy Fears as Suppliers with Unpaid Bills Halt Shipments August 23, 2022 8:39 pm
Hedge funds are betting against bonds and stocks, net insider selling is higher than it’s been since January. Blackrock CEO selling shares like they are pennies. The 08 parallels are freaky August 8, 2022 7:34 pmAugust 8, 2022 11:25 am
Earnings Season Forecasting Massive Deceleration… BONDS FLASHING WARNING SIGN… Misery Index Shoots Higher July 15, 2022 7:28 am
“THREE of the top FIVE issuers …have already defaulted on their dollar bonds” BUCKLE UP July 4, 2022 11:36 pm
ECB Will Buy Italian, Greek Bonds Using Proceeds From German, French Bonds To Avoid Crash July 1, 2022 5:26 am
Between stocks and bonds, this year has seen the largest destruction of wealth in modern history June 20, 2022 6:36 pm
2022: SPX – Worst January EVER… BONDS – Worst YTD Since 1842…. Has Recession Arrived Already In The US? June 16, 2022 8:33 amJune 15, 2022 9:47 pm
Tightening into recession: Corporate bonds are approaching COVID crash lows, and quickly. Credit spreads are back around the late 2018 wides. The 5yr and 30 yr yield curve inverts to the deepest level since 2000. June 14, 2022 9:32 am
This is the 4th worst start to a year in history for the S&P 500, down 18.2% in the first 111 trading days. Meanwhile, US bonds are on pace for their worst year since inception. June 12, 2022 12:35 pm
How a crypto crash could spread to Treasury bonds and other fixed-income securities May 29, 2022 9:52 amMay 28, 2022 11:43 am
