Tag Archives: Corporate Bonds

The United Socialist States of America (USSA)

Posted on June 15, 2020 by macromon

You’d think the Fed governors would have the sense the political problem they are creating for themselves.  Pumping up the stock market — supporting corporate bonds will do that —  while Main Street suffers is a recipe for sweeping changes … Continue reading →

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Gundlach’s Coming Corporate Bondageddon

Posted on February 16, 2019 by macromon

Nice piece in ZH on Jeff Gundlach dishing with Yahoo Finance on the vulnerability of the corporate bond market in the next recession.   In our data analysis piece, which we reposted below, we highlight the fact largest holders of U.S. corporate … Continue reading →

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Corporate bond squeeze runs out of juice – FT

Posted on June 9, 2015 by macromon

A squeeze was expected in Europe’s corporate bond market as a result of the ECB’s quantitative easing program. Hans Lorenzen, head of European credit strategy at Citi, explains to the FT’s Ralph Atkins why this initial reaction reversed. For more … Continue reading →

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