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Daily Journal archiveThe recent bond market rally is overlooking a serious debt problem (from Bloomberg)…
Read articleInvestors are the most bullish on Treasury bonds since the August 2020 peak (from Jim Bianco via X)…
Read articleThe current yield-curve inversion is now the longest in history (from Barchart via X)…
Read articleForecasters are strongly divided on the outlook for long-term rates (from The Daily Spark)…
Read articleWho buys $9 trillion of Treasuries this year? (from Grahams Benjamins)…
Read articleA portion of the yield curve has now “un-inverted” (from Otavio Costa via X)…
Read articleU.S. companies have been piling into convertible debt to hold down interest costs (from The Financial Times)…
Read articlePrivate credit is having a “golden moment” – here’s what investors should know (from VettaFi Advisor Perspectives)…
Read articleInvestment-grade bond funds have seen massive inflows this month (from The Daily Shot)…
Read articleRating agency Moody’s warns of rising corporate defaults (from The Financial Times)…
Read articleTen key takeaways on the credit markets today (from Oaktree Capital Management)…
Read articleU.S. corporate bond markets are “on fire” to start 2024 (from Jesse Felder via X)…
Read articleWhat is the impact of the recent Fed pivot on consumers? (from The Daily Spark)…
Read articleU.S. consumer credit surpassed $5 trillion for the first time in November (from MarketWatch)…
Read articleCredit card rates hit another new record high last month (from The Daily Shot)…
Read articleDiscover Financial Services could be a canary in the coal mine for the consumer credit markets (from Barron’s)…
Read articleThe buy now, pay later “holiday hangover” has arrived (from CNBC)…
Read articleNearly half of office commercial real estate (CRE) loans are now at risk of default (from The Commercial Observer)…
Read articleCRE office vacancies are now at a record high (from CNN Business)…
Read articleDelinquencies on multifamily CRE are surging (from The Daily Shot)…
Read articleAnd the bill is coming due on a record amount of additional CRE debt over the next few years (from The Wall Street Journal)…
Read articleThe housing market “deep freeze” continues (from Charlie Bilello)…
Read articleA small-cap merger arbitrage opportunity with double-digit upside potential (from Special Situation Investments)…
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