The Wild World of Corporate Bond ETFs
I decided to look into this space to get a sense of what is priced in. The answers surprised me.
The Economy and the Virus, Watching Industrial Commodities, Treasury Yields
Is cash still king? Hard to say for sure. Do investors need to be diversified? Yes.
Believe It or Not, New Highs Are Likely in the S&P 500
We're looking for the VIX to work its way lower over time and the S&P higher, but it'll be a bumpy ride.
All Eyes Are on Fed's Corporate Bond Buying Scheme
But what can we expect from this program, what kinds of bonds should benefit, and is the Fed setting us up for disappointment?
Wondering About Raised Rates? Don't Even 'Think' About Asking
At least don't think about asking Fed Chief Jerome Powell. The Fed concluded its June meeting, and here are my takeaways.
Would a Common EU Bond Give U.S. a Run for Its Money?
The European Union has unveiled a historic proposal to fund fiscal stimulus through a common bond issuance, and it could mean real competition for the U.S. Treasuries.
The Fed Isn't Going Negative, and Isn't Trying to Bail Out Losers, Either
Those chasing returns in credit need to be aware of what the Fed is and isn't trying to achieve, so let's dig in.
Making Sense of These 3 Big Headlines of the Week
Here's my take on the Fed's corporate bond ETF buying, Germany's ruling on quantitative easing and the Treasury's decision on new bond sales.
Once Again Apple Is Showing Its Leadership Abilities on the Charts
Let's review the charts and indicators.
Don't Let Sleepy Fed Meeting Fool You
This is a game in which Jerome Powell & Co. have played their turn, and now await their opponent's move; also here are the bonds to own now.