Weekly Report: what happened at PTBD last week (0415-0419)?

Fixed Income Investment Outlook Q2 2024: A Winding, Downward Path

Weekly Report: what happened at PTBD last week (0408-0412)?

Fixed Income: No Time To Yield

Home Investing Strategy Fixed Income Analysis Fixed Income: No Time To Yield. Bond yields are higher today than they were 20 years ago. Investors are moving back into bonds in record numbers with 2023 global bond ETF inflows of $333 billion. Steve Laipply, Global co-head of iShares’ fixed income ETFs joins Oscar Pulido on The Bid.

Weekly Report: what happened at PTBD last week (0401-0405)?

Fixed-Income Outlook: Don't Miss The Forest For The Trees

Bond investors who are overly focused on individual data points may lose sight of the bigger opportunity picture. Central bank rate cuts are coming, and with them a major opportunity for bond investors. The first quarter of 2024 has been a bumpy ride for investors. More than $6 trillion in money-market funds is sitting on the sidelines.

Weekly Report: what happened at PTBD last week (0325-0329)?

Weekly Report: what happened at PTBD last week (0318-0322)?

Credit Maturity Wall: Not As Difficult A Climb As It May Seem

Most companies are in a good position to climb the debt maturity wall relatively unscathed. A record number of bonds issued during the pandemic at very low interest rates are set to mature over the next six years. A quarter of all U.S. High-yield debt will need to be refinanced at higher rates in the next three years.

Junk Bond Default Surge Continues In 2024

Corporate bond defaults were up massively in 2023, especially for high-risk junk debt. The trend is continuing this year at a pace not seen since the 2008 global financial crisis. Companies selling low-rated junk debt are being hit the worst. High-interest rates and high inflation make it hard for companies to make good on their obligations.

Weekly Report: what happened at PTBD last week (0311-0315)?

Where The Looming Credit Maturity Wall And The Economy Collide

Weekly Commentary: Q4 2023 Z.1: Bubble Confirmation

Weekly Report: what happened at PTBD last week (0304-0308)?

Weekly Report: what happened at PTBD last week (0226-0301)?

Turn To High-Yielding Fixed Income And Gold During Economic Extremes

Bond Outlook: From Headwind To Tailwind

The Fed is going lower, and that’s almost all you need to know about bonds. It doesn’t pay to second guess the Fed. The direction of travel is most important, not every twist and turn along the way. The reason for the Fed likely cutting rates will be different from in the past.

Weekly Report: what happened at PTBD last week (0219-0223)?

Weekly Commentary: Overheated

Hanging With The Soft Crowd - For Now