Riskiest Junk-Bond Bets Pay Off; the AI Explosion
Fortune favors the bold in credit markets this year, with the biggest returns coming from the highest-risk debt. To analyze why and what’s next, we’re joined by Gowri Gurumurthy, a veteran high-yield ...
12 Okt 202339min
Mortgage Bonds Blow Up; Banks Feel Regulatory Heat
The $8 trillion mortgage-bond market plunged to levels rarely seen since the global financial crisis as Treasury yields surged. To analyze why and what’s next, we’re joined by Christopher Maloney, mor...
5 Okt 202337min
China’s Perilous New Debt Phase; Gas-Plunge Hazards
China’s property crisis has lurched into a perilous new phase — with significant implications for the world’s second-largest economy, according to Bloomberg News’ Alice Huang. The deepening distress h...
28 Sep 202330min
Junk Debt Markets Are Hot Again; Real Estate Strife
Leveraged finance has sprung back to life with jumbo buyout deals and dividend loans, according to Bloomberg News’ Claire Ruckin. Credit investors are increasingly hungry for risk and companies are pi...
21 Sep 202328min
Bond Barrage Leaves Buyers Wanting More; India Risk
Companies hitting the bond market at record pace left investors hungry for more, according to Bloomberg News’ Caleb Mutua. The deluge will be short-lived as borrowers retreat, waiting for interest rat...
14 Sep 202328min
Hedge Funds Are Diving Into CLOs; AT1s Revitalize
Hedge funds are jumping into the collateralized loan obligation market in pursuit of fat and steady returns, according to Bloomberg News’ Lisa Lee. CLOs are meanwhile menaced by the lingering threat o...
7 Sep 202329min
Debt Markets Ready for Sales Rush; Cruise Comeback
Banks are readying about $15 billion of leverage buyout debt for sale starting in September, stepping back into M&A after losses piled up on their books last year, Bloomberg News’ Paula Seligson, says...
31 Aug 202331min
Private Debt Defaults Accelerate; China’s Bond Mess
Companies that borrowed from private markets are struggling to pay as interest rates surge, according to Bloomberg News’ Kat Hidalgo. There’s more distress to come amid record levels of fundraising an...
24 Aug 202334min
