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Category: High-Yield Credit

Credit and Housing are Key Attributes to SP 500 Upside This Year

December 6, 2020 Brian Gilmartin Leave a comment

On March 20th, 2020, the HYG or high-yield ETF was down 18.11% YTD, after the Covid-19 issue struck and the…

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Posted in: High-Yield Credit, HYG, JNK

Rotation Prospects, Corporate Credit Spreads and This and That…

August 9, 2020 Brian Gilmartin Leave a comment

First, a quick note of thanks to Jeff Miller, on his two articles on caution warranted on interpreting the nonfarm…

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Posted in: Corporate High Yield, High-Yield Credit, Nasdaq 100

Corporate Credit Spreads Continue to Improve

June 21, 2020 Brian Gilmartin Leave a comment

Many thanks to Jeff Miller at www.dashofinsight.com for picking up yesterday’s SP 500 Earnings Update post on his blog this…

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Posted in: Bond Market Liquidity, Bond Market(s), Corporate High Yield, Credit markets, High-Yield Credit, HYG, Municipal Bond market, Municipal High Yield

Style-Box Update, Small-Cap and High-Yield, and Sector Returns

May 31, 2020 Brian Gilmartin Leave a comment

  Nothing has really changed yet in terms of “style-box” returns with Growth outpacing Value and Large-Cap beating Small-Cap. Late…

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Posted in: High-Yield Credit, HYG, Style analysis

High Yield Struggled Last Week – the Asset Class Remains Cheap

April 27, 2020 Brian Gilmartin Leave a comment

  This is a spreadsheet kept on Bloomberg bond market data, which i find very helpful (the Bloomberg data, not…

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Posted in: High-Yield Credit, HYG

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  • SP 500 Weekly Earnings Update: Forward Estimate now $183. Average 2020/2021 Together to Get Read on Growth Rates.

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