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Tag Archives: high yield bonds

Rational Exuberance?

November 17, 2017by jsblokland 1 Comment

Here is a ‘surprise’ for you. The number of news stories stating that irrational exuberance is back on the stock markets is growing rapidly. In addition, irrational exuberance was mentioned […]

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BONDS, EQUITIES, TACTICAL ASSET ALLOCATION

Have bond investors really gone mad this time?

August 16, 2017by jsblokland Leave a comment

Just recently, the following graph hit my Twitter timeline (courtesy @TihoBrkan). It shows that the yield on Eurozone high yield bonds is now equal to the yield on the 10-year […]

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BONDS, FINANCIAL MARKETS

Week End Blog – ECB & OPEC Non-events

April 22, 2016by jsblokland Leave a comment

I don’t know what to make of this week in financial markets. I guess some major events were on the agenda, but nothing to get really excited about. As expected […]

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FINANCIAL MARKETS, MACRO

The Current High Yield Spread – What to make of it?

January 27, 2016by jsblokland Leave a comment

Hit by a sharp downturn in investor sentiment, US high yield spreads have widened to levels last seen since 2011. Back then, slowing (even negative in Q1) growth and the […]

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BONDS, TACTICAL ASSET ALLOCATION

Five Charts revealing the Losers of Lower Oil Prices

December 30, 2014by jsblokland 1 Comment

Update Jan 7 2015. The price of a barrel of crude oil fell below $48 yesterday. This means the oil price has collapsed 57% since the peak in June of […]

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BONDS, EQUITIES, FINANCIAL MARKETS

Week End Blog – Tumbling Stocks, Growth Spikes and Yield Reversals

August 1, 2014by jsblokland 1 Comment

Coincidence or credible warning signal? Whatever it was, the fact is that high yield bonds sold off way before equities got crushed this week. This week is no done yet, […]

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FINANCIAL MARKETS, MACRO

Week End Blog – High Yield Shivers, Rate Conundrums and Poker Profits

July 25, 2014by jsblokland 3 Comments

It long seemed endless, the powerful rally in high yield bonds. But investors grew more cautious in recent weeks, pushing the prices of high yield bonds down. The positive correlation […]

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BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

Week End Blog – US inflation, the low volatility saga and Chinese house prices

June 20, 2014by jsblokland 1 Comment

Ms. Yellen took center stage this week as the Fed again trimmed its bond buying program. The Fed cut its estimate for this year’s US economic growth, after a dismal […]

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BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

The Low Volatility Saga Continues…

June 19, 2014by jsblokland 1 Comment

This week, I posted a tweet about the extremely low levels of volatility in the bond markets. The main message of that tweet was that we are experiencing a rare […]

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BONDS, FINANCIAL MARKETS

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