corporate bonds
Wolf Richter said corporate-bond spreads over Treasuries had widened slightly but remained historically narrow, leaving him unwilling to buy corporate bonds or AI bonds 1. The Kobeissi Letter reported that $241 billion of French corporate bonds traded at lower yields than comparable French government bonds, attributing this inversion to concerns about France’s fiscal position 2.
Where the voices land
All voices 1 voice1 expensive
Expensive
- WRWolf RichterExpensive Spreads are still too low for him to buy corporate bonds. “the spreads are still too low for me to buy corporate bonds, so I'm not doing that” ▶ 1:05:05 When A.I. Spending Starts Slowing, Start Worryin… · 14 Oct
1 expensive
Mentions
2 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Wolf Richter 1 mention
- The Kobeissi Letter 1 mention
- Adam Taggart 1 mention
See what your own voices say about corporate bonds, every morning.
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