The Credit Strategist

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Corporate Credit Bubble
Corporate bond spreads are now at their tightest levels in 20 years.
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The Credit Strategist
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Fed Cut Too Much?
The September jobs report was further evidence that the data didn’t support a 50 bp interest cut last month.
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The Credit Strategist
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September 2024

Cats and Dogs
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
2
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
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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
© 2024 Michael Lewitt
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