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Credit

Too much cash can create a crisis

December 5, 2020 by Jonathan Rochford

Too Much Money

Financial markets are delirious with stimulus and won’t stop partying until there’s a crash so big that central banks can’t effect a bail out

Filed Under: Credit Tagged With: Excessive Liquidity, Liquidity, Too Much

Credit is Normalising, But…

May 16, 2020 by Jonathan Rochford

Credit Normalising

Credit markets are improving but three dark clouds on the horizon point to the possibility of worsening conditions ahead.

Filed Under: Credit Tagged With: Credit Securities, Quantative Easing

Credit Snapshots – January 2020

January 28, 2020 by Jonathan Rochford

Credit Snapshots -January 202

Bite size updates on soaring global debt levels, anecdotes of yield chasing and the LIC/LIT fee battle.

Filed Under: Credit Tagged With: Credit Snapshots

Credit Snapshots – December 2019

December 28, 2019 by Jonathan Rochford

Credit Snapshots -January 202

Bite size updates on Paul Volcker’s legacy, European banks and UK fund lock ups.

Filed Under: Credit Tagged With: Credit Snapshots

Credit Snapshots – November 2019

November 27, 2019 by Jonathan Rochford

Bite size updates on emerging market debt, US auto loans and Virgin Australia’s very junky debt raising.

Filed Under: Credit Tagged With: Credit Snapshots

Credit Snapshots – October 2019

October 31, 2019 by Jonathan Rochford

Bite size updates on leveraged loans, Greece’s non-performing loan securitisation and India’s bad debts.

Filed Under: Credit Tagged With: Credit Snapshots

BB’s are the new BBB’s

September 27, 2019 by Jonathan Rochford

Stock Market Trend Down

With the drop in overnight rates and credit spreads, credit investors are having to take far more risk to earn the same return

Filed Under: Credit Tagged With: Credit Investing, Credit Spreads, Investment-grade Ratings

Credit Snapshots – March 2019

March 26, 2019 by Jonathan Rochford

Credit Shapshots

Bite size updates on the RBA’s responsibility for bubbly house prices and Greece’s rating upgrade and bond issuance.

Filed Under: Credit Tagged With: Credit Snapshots, Greece Upgrade, Low Interest, RBA

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