Friday, 13 November 2015

Financial Orbit wrap 12/11/15

Five sentences or graphics which sum up the Financial Orbit output over the last 24 hours across the website, twitter account and anything else thought about...

1. US corporate yields close to 2013 peak.  Hmm!


Corporate bonds generally: note the rising default rates


And high yield (HY) returns YTD has bounced back but overall has had a difficult return year (and quite rightly so given the low yields on offer given risks): 


(h/t @eurofaultlines)

2. I write about the Rolls Royce debacle on ShareProphets (link here)...

3. as well as a solid set of numbers from Burberry (link here).

4. A couple of tweets I also posted:

And despite the best rhetorical efforts of guess what the does today? Goes up... :-)  

In response to this link about how hedge funds are building up their euro shorts.


5. And also this tweet relating to this posting:

Clever, esp like charts 4 & 5 "Five Strange Things That Have Been Happening in Financial Markets

Check out those charts at the link above...there will be at least one you will like. 

No comments:

Post a Comment