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Category: Bond Market(s)

Credit Markets Give Green Light to All-Time SP 500 Highs

May 5, 2019 Brian Gilmartin Leave a comment

Before the last January ’18, February ’18 plunge in the equity markets. the SP 500 peaked on January 26th, 2018…

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Posted in: Bond Market(s), Corporate High Yield, Credit markets

The Dollar, Market Breadth, High-Yield Bond Market Health and the VIX

April 28, 2019 Brian Gilmartin Leave a comment

The SP 500 closed within one point of September, 2018 all-time last Friday. You’d have to think “everyone” is watching…

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Posted in: Bond Market(s), Credit markets, Market breadth, US Dollar, UUP, VIX Filed under: VIX

Credit Markets and the Forward Earnings Curve

April 13, 2019 Brian Gilmartin Leave a comment

Sourcing Bloomberg / Barclays data, are the YTD returns for the bond market asset classes as of Friday, April 12th,…

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Posted in: Bond Market(s), Credit markets, Forward SP 500 earnings curve, HYG

Watch Credit Markets This Coming Week

March 24, 2019 Brian Gilmartin Leave a comment

  This weekly chart of the Bloomberg Barclays Aggregate (AGG) ETF, shows it bumping into formidable resistance at the 200-week…

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Posted in: AGG, Bond Market(s), Corporate High Yield, Credit markets, Financial sector, Financials, HYG

Thoughts on 2019 – Investor Pessimism and the Potential for PE Expansion

December 29, 2018 Brian Gilmartin Leave a comment

Take any forecast or expected return discussion for 2019 with a substantial grain of salt. In 2017, this blog’s forecast…

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Posted in: Bond Market(s), SP 500 forecast(s)

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