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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
Author Archives: Danielle Park
Consumers under pressure across the spectrum
As the US and Canadian central banks declined to offer monetary easing yesterday, consumer confidence measures are already below the levels recorded in the past nine recessions, including the periods surrounding 9/11, the 2008 financial crisis, and the 2020 pandemic. … Continue reading
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Financial sobriety is a rare superpower over time
Speculative trading indicators measure froth in financial markets and indicate when speculators—rather than fundamental investors—are dominating market behavior. As shown below, since 1995, the rebound in speculative measures over the past three months has been one of the sharpest on … Continue reading
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Hoisington Q2 2025 Review and Outlook
Hoisington Management’s 2025 Second Quarter Review and Outlook is available here. At his June 18 press conference, Federal Reserve Chairman Jerome Powell referred to tariffs as inflationary. Hoisington points out that this is only the first-round effect: Second, third, and … Continue reading
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