Junk Debt Markets Are Hot Again; Real Estate Strife

Junk Debt Markets Are Hot Again; Real Estate ...

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Third Point Is Looking to Buy as Others Sell Amid Rising Turbulence

Third Point is getting ready to scoop up credit assets that others have to sell to raise liquidity as cracks in the market spread. “This is probably one of the most exciting times to be a credit investor,” Shalini Sriram, the hedge fund’s head of structured credit, tells Bloomber ...  عرض المزيد

How to Position for a Long War in Iran

Consumer discretionary companies are at risk of downgrades and default if the war in the Middle East drags on, according to Bloomberg Intelligence. “We’ll definitely see a bunch of companies that have been holding on finally shake out,” Jody Lurie, a BI credit analyst focused on ...  عرض المزيد

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Vishy Tirupattur: Can Corporate Credit Provide Shelter?
Thoughts on the Market

With investors becoming pervasively bearish on stocks and bonds in the face of a worsening growth outlook, can the U.S. investment grade credit market provide shelter from the storm?


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Welcome to Thoughts on the Market. I ...

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CNBC Special Report: Taking Stock 2/16/23
Mad Money w/ Jim Cramer

CNBC’s Brian Sullivan reports on the Fed and your money. U.S. stock futures slipped after the major averages suffered declines amid concerns of stubbornly high inflation metrics. St. Louis Federal Reserve President James Bullard said he backed a 50 basis point interest rate hi ...

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What Does The Collapse of Silicon Valley Bank Mean For Your Money?
Big Take

The biggest bank failure since the 2008 financial crisis is stoking fears of a larger financial meltdown across regional US banks. Silicon Valley Bank, a key lender for startups and the tech industry, collapsed last week. As regulators take over, many people around the country ar ...  عرض المزيد

Fallout from no taper, poor Q3 results from investment banks and US money markets' renewed interest in French banks
FT Banking Weekly

The banking team discusses the latest evidence of poor third-quarter results from investment banks. Sam Jones, hedge fund correspondent, joins the podcast to look at the Fed’s startling decision not to scale back on QE and whether investors should take central banks’ guidance wit ...  عرض المزيد