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 MoreWatch 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 MoreAfter six weeks of rising, bullish sentiment ticked lower this week.
Read MoreAs 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 MoreThere 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 MoreDuring 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…
Read MoreThe sell-off today could be attributed to any number of reasons— Fed speak, Dr. Fauci’s testimony or possible sanctions on China— to name a few.
Read MoreTune in tomorrow when Tony talks with Jonathan Ferro on Bloomberg The Open at 9:30am EST.
Read MoreAnother day that reinforces the market is NOT expecting a strong economic recovery: U.S. Treasury Yields are down again – should be going up if folks thought the economy…
Read MoreThe National Federation of Independent Businesses (NFIB) reported small business confidence declined further in April but was better than expected.
Read MoreThe headlines this morning are very interesting to me, and it reinforces how important the Fed decision was to buy corporate debt on 04/09. This morning the futures are slightly…
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