Follow
_________________________
Cory’s Chart Corner
Great chart from @crescatkevin on growing delta between CCCs and BBBs. Carry-on as if everything is normal!
The second indicator is widening CCC vs. BBB credit spreads.
Credit markets are generally quicker to pick up on deteriorating corporate cash flows than equity markets. While the S&P 500 Index has been hitting new all-time highs over the past six months, US triple-C credit
Daily Archives: June 23, 2021
Reality stalks a desensitized risk complex
Global capital is all in with record leverage on growth and inflation bets. But is the consensus confident, or have they just stopped thinking? Not only are households holding their highest exposure to equities since the March 2000 secular peak. … Continue reading
Posted in Main Page
Comments Off on Reality stalks a desensitized risk complex
