Loan Defaults Outpace Bonds; Country Garden W...

Further acceleration in AI debt issuance has the potential to steer demand away from government bonds, according to Amundi, Europe’s largest asset manager. “At some point it could have a crowding effect, but we are not there yet,” Gregoire Pesques, the firm’s chief investment off ...  Show more

Private credit disarray spells opportunity for housing giant Pretium, which targets high returns by lending to US homebuilders. “Our private credit looks a little bit different than other private credit in the sense that we are secured, we have real good downside protection,” Jon ...  Show more

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Economics Editor Molly Smith, Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Bloomberg Economics US economist Stuart Paul discuss the US core consumer price index cooling ...  Show more

Like many markets, Corporate Credit has faced a rocky start to 2022. For investors, understanding the difference between default and duration risk will be key to positioning for the rest of the year.

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Welcome to Thoughts on ...

In part three of our national debt masterclass, we share a simple debt dynamics formula we can monitor to help guide our investment choices.Topics covered include:How much has the national debt grown over the past fifties years, and what are the underlying driversHow the budget d ...  Show more

The big headlines from March's banking crisis have receded and balances at some of the Federal Reserve's emergency lending facilities, like the discount window, are starting to fall. But if you look closely, there are still signs of strain in the depths of the financial system. A ...  Show more