Tag Archive: SIA 3.75% 04/2024

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Strategy : Bonds For Secular Stagnation 1

Strategy : Bonds For Secular Stagnation

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Secular stagnation is the “New Neutral“. Larry Summers was definitely no sour grapes when he brought up the secular stagnation issue last Dec shortly after he pulled out of the Fed chair race… Continue reading →

Bonds In Conversation – Excuse Me, Can I Borrow 20 Billion dollars, PLEASE ?

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Behold, the world just saw the largest Junk Bond offering in history. April 24 (Bloomberg) — Billionaire Patrick Drahi is winning friends in the junk-bond market. After selling the equivalent of about $23… Continue reading →

Bonds In Conversation : No Life Without Stimulus

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Stimulatory talks this week after a glorious month end lending more optimism and cheer to markets across.  Fed – Yellen more dovish than market expectations http://money.cnn.com/2014/03/31/news/economy/janet-yellen-raise/index.html PBoC – mini stimulus unveiled for small… Continue reading →

Bonds In Conversation : Candy Rush then Candy Crushed

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There was a Candy Rush to list in the stock market and Candy Crush dropped 16% in its trading debut, bringing smiles to only the private equity company that invested in them because… Continue reading →