Bond Blogger's Credit Wrap

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CS, all USTs below 4.0%, credit spread widening led by fins, lev loan defaults rising, illiquid markets causing pain.
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$SIVB, massive rally in front end UST, sentiment returns to "Extreme Fear", credit widening lead by US, corporate distress rising, eventful week in…
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3
Credit markets functioning ok despite rising rates and problems in certain areas of the market (EM Sovs, Real Estate, Subprime Auto Loans, Brazilian…
Bond Blogger
2yr UST @ 4.8%, 10 and 30 yr near 4%, 3rd largest HY outflow on record, "other" funding markets seeing more activity, more distress in RE/Used car…
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3
Hawkish CBs, better data + sticky inflation pushing gov bond yields higher. Bumper IG flows + issuance. HY issuance slowed but new converts print. News…
Bond Blogger
2 year UST now at 4.5%, more sticky inflation for nations and corporations, US HY bonds coming with 6s and 7s coupon handles, EM bond rally stalling…
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3
More greed than fear in markets, pricing power back to IG Corp issuers, Xover at 379bps, CCCs/REIT bonds are rallying, US Homebuilder strength…
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