The Credit Strategist

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The Credit Strategist - October 2024
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The Credit Strategist
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Frederic Jameson RIP
Just heard the sad news that my old professor Frederic Jameson passed away at the age of 90.
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The Credit Strategist
1
Frederic Jameson RIP
Just heard the sad news that my old professor Frederic Jameson passed away at the age of 90.
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The Credit Strategist
2
Pouring It On
China joined in the global stimulus party overnight with strong measures to awaken its struggling, over-leveraged economy.
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The Credit Strategist
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War is Peace
Rabobank’s Senior US Strategist Philip Marey feels the same way I do about the Fed’s 50 bp interest rate cut this week - it was unjustified by the data…
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The Credit Strategist
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50
Fed cut by 50 bps.
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The Credit Strategist
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Golden Age
BlackRock’s Rick Reider is predicting that interest rate cuts will unleash a golden age for fixed income investors.
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The Credit Strategist
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25 or 50?
Media & political pressure on the Fed to lower rates by 50 bps has risen in recent days.
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The Credit Strategist
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Lawless Fed
Today’s report finding that Atlanta Fed President Raphael Bostic violated the Federal Reserve’s trading rules and created the “appearance” of…
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The Credit Strategist
3
Count on 25
Pundits are dissecting this morning’s inflation report that, like most government economic statistics, could easily be revised in the future.
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The Credit Strategist
Icahn Still Falling
Icahn Enterprises LP (IEP) is down further today (along w the rest of the market).
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The Credit Strategist
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Icahn Under Pressure
Icahn Enterprises LP (IEP) is trading at a 52-week low today for a variety of reasons including a recent announcement that it is offering to sell $400…
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The Credit Strategist
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