Home » Posts tagged 'Investment Grade'

Tag Archives: Investment Grade

Olduvai
Click on image to purchase

Content

Olduvai III: Catacylsm
Click on image to purchase

Post categories

Post Archives by Category

With Over $13 Trillion In Negative-Yielding Debt, This Is The Pain A 1% Spike In Rates Would Inflict

July 10, 2016

With Over $13 Trillion In Negative-Yielding Debt, This Is The Pain A 1% Spike In Rates Would Inflict Friday’s unprecedented surge to all time highs in both stock and treasury prices, has got analysts everywhere scratching their heads: which is causing which, and what happens if there is a violent snapback in yields like for […]

Continue Reading →

SocGen: “Now We Know Why The Fed Desperately Wants To Avoid A Drop In Equity Markets”

April 12, 2016

SocGen: “Now We Know Why The Fed Desperately Wants To Avoid A Drop In Equity Markets” With the ECB now unabashedly unleashing a bond bubble in Europe of which it has promised to be a buyer of last resort with the stronly implied hint that European IG companies should issue bonds and buy back shares, and promptly […]

Continue Reading →

After The European Bank Bloodbath, Is Canada Next?

February 8, 2016

After The European Bank Bloodbath, Is Canada Next? Back in the summer of 2011, when we reported that Canadian banks appear dangerously undercapitalized on a tangible common equity basis… … the highest Canadian media instance, the Globe and Mail decided to take us to task. To wit: Were the folks at Zerohedge.com looking at the best numbers […]

Continue Reading →

Moody’s Just Put Over Half A Trillion Dollars In Energy Debt On Downgrade Review

January 22, 2016

Moody’s Just Put Over Half A Trillion Dollars In Energy Debt On Downgrade Review One week ago, in the aftermath of the dramatic downgrade to junk of Asian commodity giant Noble Group, we showed readers the list of potential “fallen angel” companies, those “investment “grade companies (such as Freeport McMoRan whose CDS trades at near-default levels) who […]

Continue Reading →

After Noble, Here Are The Next 18 US Energy Companies To Be Junked

January 12, 2016

After Noble, Here Are The Next 18 US Energy Companies To Be Junked Following Noble Group’s downgrade to junk and “Enron moment,” we thought it worth considering who is next to be junked? Judging by the market’s expectations, there are now 110 credits that are rated “investment grade” but trade like junk, and as Markit’s Neil Mehta notes, this […]

Continue Reading →

The World Hits Its Credit Limit, And The Debt Market Is Starting To Realize That

October 18, 2015

The World Hits Its Credit Limit, And The Debt Market Is Starting To Realize That One month ago, when looking at the dramatic change in the market landscape when the first cracks in the central planning facade became evident and it appeared that central banks are in the process of rapidly losing credibility, and the […]

Continue Reading →

Brazil Throws In Towel On Budget; Citi Compares Fiscal Outlook To “Bloody Terror Film”

August 31, 2015

Brazil Throws In Towel On Budget; Citi Compares Fiscal Outlook To “Bloody Terror Film” Late last week, Brazil officially entered a recession as the economy contracted 1.9% in Q2, a quarter in which Brazilians suffered through the worst stagflation in over ten years. What was perhaps worse than the GDP print however, was budget data […]

Continue Reading →

Olduvai IV: Courage
Click on image to read excerpts

Olduvai II: Exodus
Click on image to purchase

Click on image to purchase @ FriesenPress