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The Spread Thread

@SpreadThread1

Former head of credit strategy | Investor/Trader | Add your email at https://t.co/XTLs3jKi6C to receive our research to your inbox for no charge

ID:1509671086757134340

linkhttp://www.TheSpreadSite.com calendar_today31-03-2022 23:17:16

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The Spread Thread(@SpreadThread1) 's Twitter Profile Photo
The Spread Thread
@SpreadThread1

vor 1 monat

Working on the second part of our series on high- yielding equities - BDCs - which should be out in a few days...

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FZucchi(@FZucchi) 's Twitter Profile Photo
FZucchi
@FZucchi

vor 1 monat

DING DING! W/ yday issuance, YTD = 50% of last yr's total, & deals keep coming. Stks weakness has widened HY spreads ~ 35bps from multi-yr lows hit last wk at 293bps. Same for IG, +5bps but still < 90bps. Cred bears gotta work MUCH harder if they wanna get legs. $SPY $QQQ $IWM

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Carl Quintanilla(@carlquintanilla) 's Twitter Profile Photo
Carl Quintanilla
@carlquintanilla

vor 1 monat

WELLS: '.. 1Q24 earnings have been a mostly negative catalyst for large caps, with below-typical sales beat rates.' Some commentary:

Conagra: 'We saw some trade-down ..'

Lululemon: 'We were off to a slow start in the US.'

JB Hunt: environment 'persistently challenging'

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