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Category: Corporate HighGrade Bonds

So Many Market Narratives, Don’t Forget Price

April 30, 2023 Brian Gilmartin Leave a comment

Promised readers in this weekend’s SP 500 earnings comments that a quick history of the “upside surprise” for SP 500…

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Posted in: 60/40 portfolio, Corporate High Yield, Corporate HighGrade Bonds, FOMC meeting, High-Yield Credit, HYG, Market breadth

SP 500 Earnings Update: Earnings Almost an Afterthought Now / Corporate Credit Spreads

March 17, 2023 Brian Gilmartin Leave a comment

With the drop in the 2-year Treasury yield this week and the resultant frenzy around next week’s FOMC meeting and…

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Posted in: Corporate High Yield, Corporate HighGrade Bonds, Credit markets, Weekly Earnings Update

More on Corporate Bonds, and the 10-year Treasury yield

November 3, 2022 Brian Gilmartin Leave a comment

In this post from Tuesday night, the relative attractiveness of the corporate investment grade bond sector was talked about. Unfortunately,…

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

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  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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