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Category: 10-year Treasury yield

Jobless Claims and Credit Spreads – An Update

August 7, 2024 Brian Gilmartin Leave a comment

While I thought last week’s jobless claims number of +255,000 was the highest print in the last year (and was…

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Posted in: 10-year Treasury yield, Corporate High Yield, Corporate HighGrade Bonds, Credit markets, jobless claims

SP 500 Earnings: Watch Credit Spreads to Gauge Recession Risk

August 2, 2024 Brian Gilmartin Leave a comment

With large-cap or mega-cap technology earnings pretty much over with this week, (Nvidia reports late August ’24, and then Oracle…

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Posted in: 10-year Treasury yield, Credit markets, High-Yield Credit, HYG

SP 500 Earnings: Large-Cap Growth Corrects as High Yield Credit Spreads Tighten

July 20, 2024 Brian Gilmartin Leave a comment

As of Thursday night, July 18, 2024, only 70 companies had reported Q2 ’24 earnings results, so the sample size…

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Posted in: 10-year Treasury yield, Credit markets, High-Yield Credit

Bond Market Annual Returns: Beware of Curve Steepening

July 10, 2024 Brian Gilmartin Leave a comment

The last time the Fed cut the fed funds rate, the Fed easing monetary policy started with Janet Yellen in…

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Posted in: 10-year Treasury yield, Bond Market(s), Bond Market(s) annual return

More on Bonds: Inflation Expectations data, Crude Oil, High Yield Credit, and Duration Risk

May 11, 2024 Brian Gilmartin Leave a comment

The above is Briefing.com’s weekly economic data table. April ’24 PPI and April ’24 CPI are due out Tuesday, May…

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Posted in: 10-year Treasury yield, Corporate High Yield, Corporate HighGrade Bonds, CPI / PPI

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