SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : US Inflation and What To Do About It

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: RetiredNow who wrote (1130)10/2/2019 7:06:48 PM
From: John Vosilla  Read Replies (1) of 1504
 
Corporate bond markets are a mess, though. Banks are getting monkey hammered by the low rates and messy, semi-inverted curve. Pensions and Insurance companies are not doing well either. The China trade war is another epicenter of discontent. Farmers are in very big trouble. I could go on, but we have many, many possible causes for the next recession. We'll see which black swan decides to make itself the next big one..

All good points. Well we just had weakest manufacturing numbers in a decade. Oil prices and interest rates continue falling.. Germany contracting for near a year and negative interest rates yet DAX is 6% MOL off all time highs..

Would like to explore corporate subprime debt issues. I hear spreads to A paper never tighter, debt coverage ratios never lower?? Basically no room for error in either a recession or rising rate environment?? Any charts to look at? I watch JNK....is slow downtrend for years but persistently pushing for a breakout near top of one year chart??
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext