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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
Monthly Archives: January 2024
Layoffs leaping in 2024
Companies could be expected to ramp up layoffs come March, according to research by Danielle DiMartino Booth, CEO of QI Research. Here is a direct video link.
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Re-steepening of the yield curve signals rising unemployment and deepening bear markets
The US 10-2-year Treasury yield spread (via YCharts below) has moved from a deep inversion at 108 bps last July to -14 bps today. This process is known as re-steepening. Re-steepening of the yield curve (10 minus 3-year spread in … Continue reading
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Danielle on Thoughtful Money
Danielle was a guest with Adam Taggart on Thoughtful Money. Here is a direct video link.
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