In case you missed Tony on Bloomberg TV today, 5/13/20…
Watch Tony and Jonathan Ferro's conversation on Bloomberg TV The Open, 5/13/20, as U.S. Stocks fall after Powell said the outlook for the economy is uncertain and the downside risks…
Read MoreSlightly less bullish sentiment in the latest newsletter writer survey
After six weeks of rising, bullish sentiment ticked lower this week.
Read MoreQuick comment on volatility and following Fed lead on corporates
As you know, we continue to wait and watch for an opportunity to get more offensive when we see sustainable signs of improvement in the U.S. Treasury market, bank lending,…
Read MoreFollow the Fed – it prints the money
There has been an incredible ramp in corporate credit new issuance since the Fed announcement that it was going to buy corporate bond ETFs. The Secondary Market Corporate Credit Facility…
Read MoreHump day drivers
During this phase of the market, we are hesitant to get too optimistic on ramps until there are signs in our credit metrics and relative performance of economically sensitive sectors…
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