Showing posts with label corporate bonds. Show all posts
Showing posts with label corporate bonds. Show all posts
Thursday, August 20, 2020

20/8/20: All Markets are Now Monetized

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  While the economy burns, the stock markets are literally going bonkers. Here are the main implied volatility options: Which are symmetric,...
Sunday, March 8, 2020

8/3/20: Global Economy's Titanic: Meet Your Iceberg

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Here's that iceberg that is drifting toward our economy's Titanic... and no, it ain't a virus, but it is our choice: Via: ...
Wednesday, October 16, 2019

16/10/2019:Corporate Bond Markets are Primed for a Blowout

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My this week's column for The Currency  is covering the build up of systemic risks in the global corporate bond markets:  https://www....
Monday, September 23, 2019

23/9/19: Corporate Finance in a Chart

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The glut of debt and the unbearable lightness of corporate leverage:
Thursday, July 18, 2019

17/9/19: Flight from Fundamentals is Flight from Quality: Corporate Risk

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Great chart via @jessefelder highlighting the extent to which the bond markets are getting seriously divorced from the normal 'fundame...
Tuesday, July 16, 2019

16/7/19: Corporate Yields are Heading South in the Euro Land

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Some of the euro area's junk-rated corporate debt is now trading at negative yields, and over 15% of near-junk debt is also charging t...
Saturday, December 8, 2018

8/12/18: Back to the 1950s: Tracing Out 25 Years of the Credit Bubble

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While the current cycle of declining interest rates has been running for at least 25 years, the most recent iteration of the period has be...
Friday, June 17, 2016

17/6/16: Credit markets on the ropes?

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In their research note, titled aptly “Credit Metrics Bode 1ll”, Moody’s Analytics produced a rather strong warning to the corporate credit...
Sunday, May 26, 2013

26/5/2013: FTT v Sovereigns' Addiction to Debt

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FT.com reports ( http://www.ft.com/intl/cms/s/0/c3121802-c480-11e2-9ac0-00144feab7de.html?ftcamp=published_links%2Frss%2Fhome_us%2Ffeed%2...