Drivers – Page 8 – TRIGGERS MEDIA PUBLICATIONS Inc.

BORROWERS TREADING CAREFULLY IN EUROPE’S FRAIL JUNK BOND MARKET

Gordon Long JNK, TNX, TRIGGER$ August 2018 July 27, 2018

BORROWERS TREADING CAREFULLY IN EUROPE’S FRAIL JUNK BOND MARKET — SOURCE: 07-27-18 Bloomberg – “Borrowers Tread Carefully in Europe’s Frail Junk Bond Market” — Lesser known companies with tight pricing won’t fly: BNPP AM Deals that paid well have been successful: Janus Henderson Three high-yield borrowers in the European market are trying to avert meeting […]

Drivers

GLOBAL BONDS MAY SUFFER FROM EVEN A SMALL BOJ TWEAK

Gordon Long TNX, TRIGGER$ August 2018 July 23, 2018

GLOBAL BONDS MAY SUFFER FROM EVEN A SMALL BOJ TWEAK — SOURCE: 07-23-18 Bloomberg – “Global Bonds May Suffer From Even a Small BOJ Policy Tweak” — Global bond markets may be next to feel the impact of the biggest surge in Japan’s benchmark 10-year yield in almost two years. The advance in the yields, which […]

07-20-18-SII-B&C--Shorts Hit Record Highs-1

Drivers

SELDOM DOES THIS DEGREE OF BOND SHORTING TURN OUT WELL!

Gordon Long TNX, TRIGGER$ August 2018 July 20, 2018

SELDOM DOES THIS DEGREE OF BOND SHORTING TURN OUT WELL! — SOURCE: 07-20-18 – “Calm Before The Storm? Treasury ‘Risk’ Hits 45-Year Low As Shorts Hit Record Highs” — Having killed the Japanese bond market, some are wondering if central bank interference has finally slayed the US Treasury market, as its numbness to news suggests […]

07-18-18-SII-B&C--ECB Bond Buying Creates Zombie Corporations-1

Drivers

POSSIBLE SUCCESSOR TO JPM’S DIMON WARNS: “ECB BOND BUYING CREATES ZOMBIE CORPORATIONS”

Gordon Long TNX, TRIGGER$ August 2018, ZOMBIE July 18, 2018

POSSIBLE SUCCESSOR TO JPM’S DIMON WARNS: “ECB BOND BUYING CREATES ZOMBIE CORPORATIONS” — SOURCE: 07-18-18 Bloomberg – “ECB Bond-Buying Creates Zombie Companies, Possible Successor to Dimon Warns” — Mary Callahan Erdoes Photographer: Simon Dawson/Bloomberg The European Central Bank’s bond-buying program has created a “dangerous” environment for investors by masking risks in the market for corporate […]

07-17-18-SII-B&C--5 Pillars of Debt Default-1

Drivers

THE FIVE PILLARS OF DEBT DEFAULT STARTS WITH GLOBAL CORPORATIONS’ FOREIGN DENOMINATED DEBT

Gordon Long TNX, TRIGGER$ August 2018 July 17, 2018

THE FIVE PILLARS OF DEBT DEFAULT STARTS WITH GLOBAL CORPORATIONS’ FOREIGN DENOMINATED DEBT –SOURCE: 07-16-18 Gold, Goats & Guns, Tom Luongo – “The Five Pillars Of The Looming Debt Default” — Regular readers of Gold Goats ‘n Guns know that I’ve been handicapping a major sovereign debt default to begin here in 2018 or early 2019. But, what […]

07-16-18-SII-B&C-HY ETF Shorts Hit All Time High-1

Drivers

HY ETF SHORTS HIT ALL TIME HIGH – IS A JUNK BOND CRASH IMMINENT?

Gordon Long HYG, JNK, TNX, TRIGGER$ July 2018 July 17, 2018

HY ETF SHORTS HIT ALL TIME HIGH – IS A JUNK BOND CRASH IMMINENT? — SOURCE: 07-15-18 “Junk Bond Crash Imminent? HY ETF Shorts Hit All Time High” — It has been a tough year for junk bond funds, if not for junk bond spreads, which as we noted recently have shown impressive resilience and have solidly […]

07-13-18-SII-B&C--Corporate Debt the Catalyst for the Next Financial Perfect Storm-1

Drivers

RESTRUCTURING LEGEND WARNS OF CORPORATE DEBT BEING THE CATALYST FOR THE NEXT FINANCIAL “PERFECT STORM”

Gordon Long TNX, TRIGGER$ July 2018, ZOMBIE July 13, 2018

RESTRUCTURING LEGEND WARNS OF CORPORATE DEBT BEING THE CATALYST FOR THE NEXT FINANCIAL “PERFECT STORM” — SOURCE: 07-12-18 ZeroHedge – “”This Is A Very Scary Scenario”: Restructuring Legend Warns Of Coming “Perfect Storm” — Two months-ago, we brought to your several very concerning quotes from some of the nation’s top restructuring bankers, of which the most […]

Drivers

RESTRUCTURING LEGEND WARNS OF CORPORATE DEBT BEING THE CATALYST FOR THE NEXT FINANCIAL “PERFECT STORM”

Gordon Long TNX, TRIGGER$ July 2018, ZOMBIE July 13, 2018

07-13-18-SII-B&C--Carpet About tobe Pulled From Under Junk Bond Market-1

Drivers

WHY THE CARPET IS ABOUT TO BE PULLED FROM UNDER THE JUNK BOND MARKET

Gordon Long HYG, JNK, TNX, TRIGGER$ July 2018, ZOMBIE July 13, 2018

WHY THE CARPET IS ABOUT TO BE PULLED FROM UNDER THE JUNK BOND MARKET — SOURCE: 07-03-18 ZeroHedge – “Why The Carpet Is About To Be Pulled From Under The Junk Bond Market” — Last week we noted that ever since the start of 2018, an odd divergence has emerged in credit markets, where Investment Grade bonds […]

Drivers