TNX – Page 10 – TRIGGERS MEDIA PUBLICATIONS Inc.

04-18-18-SII-BOND & Credit-Junk Bond Market Still Fighting the Fed-1

JUNK BOND MARKET STILL IN TOTAL DENIAL, FIGHTING THE FED

Gordon Long HYG, JNK, TNX, TRIGGER$ May 2018 April 18, 2018

JUNK BOND MARKET STILL IN TOTAL DENIAL, FIGHTING THE FED Happily dreaming in La-la-land till the rude awakening. — SOURCE: 04-18-18 Wolf Richter – “Junk Bond Market Still in Total Denial, Fighting the Fed” — The Fed’s efforts to raise interest rates across the spectrum have borne fruit only in limited fashion. In the Treasury […]

Drivers

CRACKS IN CREDIT MORE PRONOUNCED SINCE FEBRUARY VIX IMPLOSION

Gordon Long HYG, JNK, TNX, TRIGGER$ April 2018, vix April 14, 2018

CRACKS IN CREDIT MORE PRONOUNCED SINCE FEBRUARY VIX IMPLOSION — ABSTRACTED FROM: 03-23-18 ZeroHedge – “Retail Whiplashed By 2nd Largest ETF Outflow On Record; Longest HY Outflows Since 2007” — According to the fund flow data, it’s time to worry about credit and especially high yield, because as BofA’s Michael Hartnett writes, “credit is cracking” after […]

Drivers/ MACRO ANALYTICS

CRACKS IN CREDIT MORE PRONOUNCED SINCE FEBRUARY VIX IMPLOSION

Gordon Long HYG, JNK, TNX, TRIGGER$ April 2018, vix April 14, 2018

04-01-SII-BONDS& CREDIT-IG - BBB Now a Worry-1

Drivers

EVEN INVESTMENT GRADE “BBB” BONDS BECOMING A MAJOR MARKET CONCERN

Gordon Long LQD, TNX, TRIGGER$ April 2018 April 2, 2018

EVEN INVESTMENT GRADE “BBB” BONDS BECOMING A MAJOR MARKET CONCERN By bulking up on debt, U.S. companies have added a new uncertainly into financial markets — SOURCE: 04-01-18 WSJ – “The Danger Lurking in a Safe Corner of the Bond Market” — U.S. companies have been bulking up on debt, introducing another wild card into […]

Drivers

EVEN INVESTMENT GRADE “BBB” BONDS BECOMING A MAJOR MARKET CONCERN

Gordon Long LQD, TNX, TRIGGER$ April 2018 April 2, 2018

04-01-SII-BONDS& CREDIT-Cracks Appearing in HY-IG & EM-1b

Drivers

MAJOR CRACKS IN HY, EM & EVEN IG BODE POORLY FOR FUTURE DEBT FUNDED BUYBACKS

Gordon Long HYG, JNK, TNX, TRIGGER$ April 2018 April 2, 2018

MAJOR CRACKS IN HY, EM & EVEN IG BODE POORLY FOR FUTURE DEBT FUNDED BUYBACKS DEBT FUNDED BUYBACKS The pillar that has been carrying equities for years (courtesy of cheap debt-funded buybacks) appears to be cracking as bond funds took a $1.9bn hit in the latest week. In fact, as BofA points out highlighting the […]

Drivers

MAJOR CRACKS IN HY, EM & EVEN IG BODE POORLY FOR FUTURE DEBT FUNDED BUYBACKS

Gordon Long HYG, JNK, TNX, TRIGGER$ April 2018 April 2, 2018

Drivers

CREDIT PROBLEMS IN THE UNSECURED US$ FUNDING MARKET

Gordon Long TNX, TRIGGER$ April 2018 March 31, 2018

CREDIT PROBLEMS IN THE UNSECURED US$ FUNDING MARKET — SOURCE: 03-29-18 ZeroHedge – “Libor Just Did Something It Hasn’t Done In 13 Years” — With traders looking in awe at the ongoing flattening in the yield curve, as the 2s10s drops below 50bps… … with the 10Y sliding to a 7 week low under 2.74% […]

Drivers

CREDIT PROBLEMS IN THE UNSECURED US$ FUNDING MARKET

Gordon Long TNX, TRIGGER$ April 2018 March 31, 2018

03-29-18-SII-BONDS & CREDIT-TNX Update-1

Drivers

MATASII 10Y UST – TNX CALL – CHART UPDATE

Gordon Long TNX, TRIGGER$ April 2018 March 30, 2018

MATASII 10Y UST – TNX CALL – CHART UPDATE MARCH 11th REVERSAL CALL w/ ~2.60% Near Term Target UPDATE 03-30-18 – ~2.60% Near Term Support Progressing as Anticipated YIELD SYNTHESIS: Yield Curve Flattening and showing potential to Invert, US Economic Hard & Soft Data Surprises Negative, Reduced Probability by Analysts of a Fourth FOMC Rate Hike […]

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