RBADVISERS: “.. If the 30-Year TBond yield is rising because of crowding out by hyperscalers’ debt issuance then why aren’t high yield bond spreads widening? Is the US a worse credit than high yield bonds?”
August 22, 2026 at 2:10 PM
RBADVISERS: “.. If the 30-Year TBond yield is rising because of crowding out by hyperscalers’ debt issuance then why aren’t high yield bond spreads widening? Is the US a worse credit than high yield bonds?”
“.. Surging benchmark rates are starting to bite corporate credit more significantly. Spreads on high-yield bonds have widened 28bp in the past three days, the most since October 2025. While spreads are still relatively low, they've been widening at an accelerating clip.”
@bloomberg.com
@bloomberg.com
September 28, 2026 at 10:53 AM
“.. Surging benchmark rates are starting to bite corporate credit more significantly. Spreads on high-yield bonds have widened 28bp in the past three days, the most since October 2025. While spreads are still relatively low, they've been widening at an accelerating clip.”
@bloomberg.com
@bloomberg.com
First time since 2001 the Treasury has sold 30y bonds at a 5%+ yield for two straight auctions.
June 11, 2026 at 5:05 PM
First time since 2001 the Treasury has sold 30y bonds at a 5%+ yield for two straight auctions.
’The bearish divergence in the high yield credit market that we pointed out not long ago has pretty much fallen off a cliff. Rising interest rates are the obvious culprit causing traders to sell more bonds than they’re buying.‘ vixology.substack.com/p/the-weight
September 29, 2026 at 2:05 PM
’The bearish divergence in the high yield credit market that we pointed out not long ago has pretty much fallen off a cliff. Rising interest rates are the obvious culprit causing traders to sell more bonds than they’re buying.‘ vixology.substack.com/p/the-weight
".. Three of the Paramount bonds to be sold are poised to yield at least 8%. Just two US high-grade notes priced this year with such yields .."
@bloomberg.com #$PSKY
www.bloomberg.com/news/article...
@bloomberg.com #$PSKY
www.bloomberg.com/news/article...
Paramount Cuts Pricing on $30 Billion High-Grade Bond Sale
Spreads on the largest portion of Paramount Skydance Corp.’s $52 billion financing to fund its buyout of Warner Bros. Discovery Inc. tightened as banks prepare to wrap up the long-awaited transaction.
www.bloomberg.com
September 30, 2026 at 2:25 PM
".. Three of the Paramount bonds to be sold are poised to yield at least 8%. Just two US high-grade notes priced this year with such yields .."
@bloomberg.com #$PSKY
www.bloomberg.com/news/article...
@bloomberg.com #$PSKY
www.bloomberg.com/news/article...
13/
Continuation of the thread
Yesterday, December 12, the weighted average yield index of corporate bonds reached a new high - 25.64%
The index includes the 30 most liquid bonds
Continuation of the thread
Yesterday, December 12, the weighted average yield index of corporate bonds reached a new high - 25.64%
The index includes the 30 most liquid bonds
December 13, 2024 at 5:37 AM
13/
Continuation of the thread
Yesterday, December 12, the weighted average yield index of corporate bonds reached a new high - 25.64%
The index includes the 30 most liquid bonds
Continuation of the thread
Yesterday, December 12, the weighted average yield index of corporate bonds reached a new high - 25.64%
The index includes the 30 most liquid bonds
High yield bonds look rich to me.
July 2, 2025 at 12:26 PM
High yield bonds look rich to me.
The GREEN, BLUE and PURPLE lines show 30-day volatility fluctuations of Select Asset Classes: Bonds, Foreign Currency, Real Estate, Commodities, S&P 500, Investment Grade Bonds, High Yield Bonds and Emerging Markets Equities.
The RED line is crypto.
The BLACK line is Donald Trump’s signature.
The RED line is crypto.
The BLACK line is Donald Trump’s signature.
June 30, 2025 at 2:56 AM
The GREEN, BLUE and PURPLE lines show 30-day volatility fluctuations of Select Asset Classes: Bonds, Foreign Currency, Real Estate, Commodities, S&P 500, Investment Grade Bonds, High Yield Bonds and Emerging Markets Equities.
The RED line is crypto.
The BLACK line is Donald Trump’s signature.
The RED line is crypto.
The BLACK line is Donald Trump’s signature.
S&P tumbles 1.7% because The U.S. government today sold $16 billion in 20-year bonds, offering a yield as high as 5.047% to attract buyers. 😱
May 21, 2025 at 9:35 PM
S&P tumbles 1.7% because The U.S. government today sold $16 billion in 20-year bonds, offering a yield as high as 5.047% to attract buyers. 😱
Unprecedented issuance of equity and debt so far this year.
July 17, 2026 at 2:35 PM
Unprecedented issuance of equity and debt so far this year.
… and aside from Bitcoin and oil, it’s been a winning year for:
US stocks AND foreign stocks
Stocks AND bonds
Government bonds AND high yield bonds
Stocks AND gold
Gold AND other metals.
#economy #investing #investors #portfolio #gold #bitcoin #oil #stocks #bonds
2 of 2.
US stocks AND foreign stocks
Stocks AND bonds
Government bonds AND high yield bonds
Stocks AND gold
Gold AND other metals.
#economy #investing #investors #portfolio #gold #bitcoin #oil #stocks #bonds
2 of 2.
December 24, 2025 at 4:17 PM
… and aside from Bitcoin and oil, it’s been a winning year for:
US stocks AND foreign stocks
Stocks AND bonds
Government bonds AND high yield bonds
Stocks AND gold
Gold AND other metals.
#economy #investing #investors #portfolio #gold #bitcoin #oil #stocks #bonds
2 of 2.
US stocks AND foreign stocks
Stocks AND bonds
Government bonds AND high yield bonds
Stocks AND gold
Gold AND other metals.
#economy #investing #investors #portfolio #gold #bitcoin #oil #stocks #bonds
2 of 2.
‘The daily Advance-Decline (A-D) Line for high yield corporate bonds is making a bearish divergence versus the SP500. This is a concern because it conveys a message saying that there are liquidity problems.‘ www.mcoscillator.com/learning_cen...
May 8, 2026 at 3:11 PM
‘The daily Advance-Decline (A-D) Line for high yield corporate bonds is making a bearish divergence versus the SP500. This is a concern because it conveys a message saying that there are liquidity problems.‘ www.mcoscillator.com/learning_cen...
From the Financial Times: "A $25bn Treasury auction of 30-year bonds on Thursday drew yields as high as 5.22 per cent, according to the US Treasury department. It marked the highest yield since the 5.52 per cent paid in August 2001, after which 30-year auctions were suspended for almost five years"
August 13, 2026 at 9:50 PM
From the Financial Times: "A $25bn Treasury auction of 30-year bonds on Thursday drew yields as high as 5.22 per cent, according to the US Treasury department. It marked the highest yield since the 5.52 per cent paid in August 2001, after which 30-year auctions were suspended for almost five years"
Catastrophe bonds, whose returns have consistently trounced those of high-yield debt markets in recent years, are about to become accessible to a wider group of investors
Ex-Pimco Executive Readies World’s First Catastrophe-Bond ETF
Catastrophe bonds, whose returns have consistently trounced those of high-yield debt markets in recent years, are about to become accessible to a wider group of investors.
www.bloomberg.com
February 18, 2025 at 5:57 PM
Catastrophe bonds, whose returns have consistently trounced those of high-yield debt markets in recent years, are about to become accessible to a wider group of investors
The UK perspective, making things more difficult for Burnham.
UK long-term borrowing costs hit 28-year high
Yield on 30-year government bonds jumps to 5.88%, the highest since 1998, in bond rout triggered by global factors
www.theguardian.com
September 1, 2026 at 11:00 AM
The UK perspective, making things more difficult for Burnham.
im gonna be honest there are at best 2 bonds i would choose to fuck over austin powers and one of them is the 10 year U.S. note at its current near all time high 4.709% yield. the other is daniel craig
July 23, 2026 at 1:03 PM
im gonna be honest there are at best 2 bonds i would choose to fuck over austin powers and one of them is the 10 year U.S. note at its current near all time high 4.709% yield. the other is daniel craig
A second act for high-yield bonds ft.trib.al/m37Fbw3 | opinion
A second act for high-yield bonds
The ‘junk’ label has been left where it belongs — in a different era
ft.trib.al
August 3, 2026 at 6:16 AM
A second act for high-yield bonds ft.trib.al/m37Fbw3 | opinion
‘On Monday, Meta‘s Beignet bonds traded at 91 cents on the dollar, pushing the yield as high as 7.55%. That's around 230 basis points above Treasuries, a wider spread than the 185 bps at launch, but narrower than the record-wide 255 bps in July.’ www.reuters.com/commentary/r...
September 29, 2026 at 5:32 PM
‘On Monday, Meta‘s Beignet bonds traded at 91 cents on the dollar, pushing the yield as high as 7.55%. That's around 230 basis points above Treasuries, a wider spread than the 185 bps at launch, but narrower than the record-wide 255 bps in July.’ www.reuters.com/commentary/r...
The 10-year Treasury yield hit its highest level since 2007. Here’s what higher yields can mean for bond investors and borrowers.
10-year Treasury yield hit a 19-year high—and some investors see opportunity to buy bonds
The 10-year Treasury yield hit its highest level since 2007. Here’s what higher yields can mean for bond investors and borrowers.
cnb.cx
September 25, 2026 at 6:12 PM
The 10-year Treasury yield hit its highest level since 2007. Here’s what higher yields can mean for bond investors and borrowers.
For contrast, this is yield curve for April 8th, 2025.
This is an "inverted yield curve". As you can see, it's a bit alarming because it implies that either people need high returns to hold short maturity bonds: a 1 month is paying a higher yield (4.36%) than a 1 year (3.83%). Counter intuitive!
This is an "inverted yield curve". As you can see, it's a bit alarming because it implies that either people need high returns to hold short maturity bonds: a 1 month is paying a higher yield (4.36%) than a 1 year (3.83%). Counter intuitive!
April 9, 2025 at 2:38 PM
For contrast, this is yield curve for April 8th, 2025.
This is an "inverted yield curve". As you can see, it's a bit alarming because it implies that either people need high returns to hold short maturity bonds: a 1 month is paying a higher yield (4.36%) than a 1 year (3.83%). Counter intuitive!
This is an "inverted yield curve". As you can see, it's a bit alarming because it implies that either people need high returns to hold short maturity bonds: a 1 month is paying a higher yield (4.36%) than a 1 year (3.83%). Counter intuitive!
The difference? Steven Schwartzman doesn’t have a bag chock full of high-yield bonds he needs to dump on the public.
July 16, 2025 at 6:54 PM
The difference? Steven Schwartzman doesn’t have a bag chock full of high-yield bonds he needs to dump on the public.