http://www.inveslogic.com/tags/corporate-bond Blog Articles Tagged with 'corporate-bond' at http://www.inveslogic.com en http://www.inveslogic.com/sectors/directory/etf-investor/1130132?rsstype=tag&tag=corporate-bond The IG 10 spread is trading 186/188. I did not obtain a closing quote on this yesterday but it opened around 170. Insurance company bonds are getting spanked as Harry Reid demonstrated that he sorely lacks financial markets savvy with his senseless c... Thu, 02 Oct 2008 12:33:11 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1130132?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/etf-investor/1128947?rsstype=tag&tag=corporate-bond (click chart to enlarge)We hear about credit crisis and risk aversion , but I thought I would make those issues much more concrete for readers. This is not some volatile stock or sector, and it's not a bank. This is a chart of LQD, the iShares Inv... Mon, 29 Sep 2008 20:55:42 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1128947?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/capital-markets-economic-analysis/1128383?rsstype=tag&tag=corporate-bond I am headed out later today for a family birthday celebration andwill miss the release of the provisional bailout plan targeted tocirculate before the markets open in Asia this evening. I note onlythat the original two and a half page Paulson version... Sun, 28 Sep 2008 13:39:00 -0400 http://www.inveslogic.com/sectors/directory/capital-markets-economic-analysis/1128383?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/etf-investor/1127865?rsstype=tag&tag=corporate-bond Wachovia cash bonds have dropped by 20 points today. The CDS is trading with points up front and the last quote I heard is 33/37. One corporate bond salesperson opined that Golden West Financial ,which Wachovia acquired, looks very much like WaMu (WM... Fri, 26 Sep 2008 11:28:06 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1127865?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/etf-investor/1126412?rsstype=tag&tag=corporate-bond There is a new issue corporate bond today from Caterpillar (CAT) and the pricing of that issue is troublesome - quite troublesome, and reflective of the dire straits of the credit market and the dysfunction which has engulfed the corporate market. Ca... Tue, 23 Sep 2008 16:31:55 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1126412?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/etf-investor/1124375?rsstype=tag&tag=corporate-bond A look at the LQD, an investment grade corporate bond fund ETF with diversified issues, tells the story the last several days. Remember, every point this thing falls means billions more in increased collateral requirements and mark-to-market losses ... Thu, 18 Sep 2008 07:58:03 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1124375?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/etf-investor/1120704?rsstype=tag&tag=corporate-bond To coin a phrase, yesterday was the best of times in the corporate bond market. However, today is shaping up as the worst of times. The euphoria which reigned yesterday proved ephemeral. Spreads have widened significantly and the tone of the market i... Tue, 09 Sep 2008 16:10:41 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1120704?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/etf-investor/1113773?rsstype=tag&tag=corporate-bond Toyota Motor Corp. (TM) has stumbled out of the gate this year as it battles General Motors Corp. (GM) for the title of world s largest automaker, corporate bond research firm Gimme Credit LLC writes in its latest note on the auto sector.Sales are ... Mon, 18 Aug 2008 18:00:32 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1113773?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/etf-investor/1110300?rsstype=tag&tag=corporate-bond With trends, I often try to answer the question, Has the goat reached the end of the snake yet? (I got that phrase from a Canadian Investment Actuary with a quirky sense of humor.) Another more common metaphor would be What inning of ... Tue, 29 Jul 2008 09:07:00 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1110300?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/capital-markets-economic-analysis/1109698?rsstype=tag&tag=corporate-bond I keep a short list of indicators to help me gauge the fundamentaloutlook. The one clear positive has been the downtrend of shortterm rates. My monetary liquidity indicators are turning fromnegative to positive, but the readings are wan and have bee... Mon, 28 Jul 2008 15:25:00 -0400 http://www.inveslogic.com/sectors/directory/capital-markets-economic-analysis/1109698?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/mishs-global-economic-trend-analysis/1105937?rsstype=tag&tag=corporate-bond Morgan Stanley is telling clients to pare Inflation Protection Securities because TIPS Flunk Inflation Test as Fuel, Food Overtake CPI.Treasury Inflation Protected Securities aren't living up to their name for bond investors who say they can't trust ... Mon, 07 Jul 2008 13:52:00 -0400 http://www.inveslogic.com/sectors/directory/mishs-global-economic-trend-analysis/1105937?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/fp-trading-desk/1106587?rsstype=tag&tag=corporate-bond General Motors has become the Lindsay Lohan of the bond market, analyst Shelly Lombard writes in her latest note on the sector for corporate bond research firm Gimme Credit LLC. A former investment grade star that now seems to be unravelling ... Mon, 07 Jul 2008 12:21:00 -0400 http://www.inveslogic.com/sectors/directory/fp-trading-desk/1106587?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/capital-markets-economic-analysis/1105473?rsstype=tag&tag=corporate-bond TechnicalIn last Friday's post I mentioned that the market had fallen to atradable oversold, but that I was not going to play this week, asthe recent action gave me considerable pause. Today, the SP 500fell to a new cyclical closing low near 1260, ta... Wed, 02 Jul 2008 16:08:00 -0400 http://www.inveslogic.com/sectors/directory/capital-markets-economic-analysis/1105473?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/etf-investor/1082970?rsstype=tag&tag=corporate-bond I just read a brief research piece from a dealer on the prospects for corporate bond spreads. I do not know if the author intended to do so but in the short piece he made the case for wider spreads as well as tighter spreads. The case for wider sprea... Mon, 02 Jun 2008 13:31:47 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1082970?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/etf-investor/1077586?rsstype=tag&tag=corporate-bond Since last year, there has been a steady relationship between stocks and credit markets. As strains emerged in the corporate bond market, credit spreads rose and the bull market stalled. When the credit markets all but froze up in March, stocks a... Tue, 27 May 2008 11:28:21 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1077586?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/etf-investor/1071775?rsstype=tag&tag=corporate-bond In a late email yesterday which I regularly receive from a dealer, I am detecting the first faint signs of indigestion in the corporate bond market. The following information is based on levels which prevailed in late trading yesterday and I am guess... Tue, 20 May 2008 10:52:29 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1071775?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/etf-investor/1071032?rsstype=tag&tag=corporate-bond Prices of Treasury coupon securities have posted mixed results todaywith securities with maturities of 5 years and less posting marginalgains and securities with longer maturities finishing dramaticallyunchanged. The yield on the 2 year note has decl... Mon, 19 May 2008 18:48:11 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1071032?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/etf-investor/1067143?rsstype=tag&tag=corporate-bond By Murray ColemanAfter a year-long rush to safety by bond investors, Treasuries are losing some of their luster. ... Thu, 15 May 2008 05:33:39 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1067143?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/etf-investor/1065851?rsstype=tag&tag=corporate-bond Prices of Treasury coupon securities tumbled sharply today against a backdrop of negative economic news, negative Fedspeak, and a surfeit of corporate bond supply. Additionally, there was a Bloomberg story which noted that the British Bankers Associa... Wed, 14 May 2008 03:29:46 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1065851?rsstype=tag&tag=corporate-bond http://www.inveslogic.com/sectors/directory/random-rogers-big-picture/1063874?rsstype=tag&tag=corporate-bond The global slump of 2008-09 has begun as poison spreads - TelegraphThe above article is incredibly gloomy but it brings up a couple of points that are worth considering regardless of whether the outcome is as dire as posited in the article.By now you... Mon, 12 May 2008 12:05:00 -0400 http://www.inveslogic.com/sectors/directory/random-rogers-big-picture/1063874?rsstype=tag&tag=corporate-bond