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Seth Golden posted an update 2 months ago
J.P. Morgan’s Marko Kolanovic, still bearish…
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MarketWatch.com – Top Stories
- The Tell: Bill Ackman says Treasury yields are going higher in a hurry, and that investors should shun U.S. government debt September 30, 2023Bill Ackman has had a good summer, with his bet on 30-year Treasury bonds paying off in dramatic fashion over the past few weeks.
- Washington Watch: Embattled Speaker McCarthy tries new 45-day funding tactic to avoid government shutdown September 30, 2023As written now, the proposed House action would fund the government at current 2023 levels for 45 days and provide money for U.S. disaster relief.
- The Tell: An ‘iceberg’ awaits with only 10% of the junk-bond market feeling the pinch of higher rates, says BofA Global September 30, 2023Companies are able to take the Federal Reserve's rate hikes in stride because only a small slice of their debt has reset higher, according to BofA Global.