BAML global (equity) fund manager survey (FMS) shows a record 50% of investors saying corporate balance sheets are over leveraged.
Will companies be creative in their #buybacks efforts at low/sub-zero interest environnement ?
h/t @Schuldensuehner @MRVAssociates @DiMartinoBooth https://t.co/agY8QsKo4K pic.twitter.com/la8LMojRqO
— Mo Hossain (@MoHossain) August 14, 2019
Why Corporate Bonds Stink. Listen now to why I think bonds are not as safer than stocks. I will tell you a story about bonds.
Over the past year, nonfinancial companies in the S&P 500 have seen cash levels decline 15%, the largest drop since at least 1980. Meanwhile, gross debt outstanding for S&P 500 companies has risen 8% over the same period. https://t.co/QQwx2ZKDbP
— Trevor Noren (@trevornoren) August 14, 2019