Clik here to view.
Weekly Fixed Income ETF Overview and Outlook
A Meaningful Opportunity We see the trading of this past week as an opportunity to add significant risk across the board. We have seen a broad sell off in treasuries. That has dragged down the more...
View ArticleTFMkts: If You Manage Leveraged Loans, CLO’s, or Middle Market Loans, You...
Institutional Subscription Only - To Continue Reading Please Sign In Disclaimer: The content provided is property of TF Market Advisors LLC and any views or opinions expressed herein are those solely...
View ArticleClik here to view.
The T-Report: High Yield ETF Dividends – What and Why
As we wait for the S&P to open and continue its relentless march to new highs (as opposed to closing highs) it is worth taking a look at what has been going on with fixed income ETF dividends....
View ArticleTFMkts Fixed Income: ETF Fund Flows
To Continue Reading Please Sign In IMPORTANT DISCLOSURES This writing discusses general market activity, industry or sector trends or other broad-based economic, market or political conditions and is...
View ArticleTFMkts Fixed Income Update: HY ETFs at a Discount
To Continue Reading Please Sign In Higher Bond Yields Should be a Concern Equity markets continue to want to believe in the “great rotation” whenever they can. Japanese, German, and American bond...
View ArticleThe T-Report: Detroit Really Doesn’t Matter
Is Detroit the Start of Some Wave of Municipal Bond Defaults? Detroit filed for bankruptcy. Except for a few minutes around a super bowl commercial where Detroit was made to seem powerful and awesome,...
View ArticleTFMkts Fixed Income ETF Overview & Outlook: Detroit Really Doesn’t Matter...
Is Detroit the Start of Some Wave of Municipal Bond Defaults? Detroit filed for bankruptcy. Except for a few minutes around a super bowl commercial where Detroit was made to seem powerful and awesome,...
View ArticleThe T-Report: Out Damned Spot!
Out, damned spot! Out, I say! It is a shame that only Fisher really seems concerned that the Fed might be blowing another bubble. Even Lady Macbeth felt guilty about what she had done, but our Fed...
View ArticleThe T-Report: Extreme Complacency, Data, BKLN & CLO’s, and more
Complacency There must be a German word for extreme complacency. They have some of the best words out there (schadenfreude is an all-time favorite). But until I can find a better word, I will just...
View ArticleTFMkts Fixed Income ETF Overview & Outlook: The Strange Week Edition
A Strange Week For the first time in weeks there hasn’t really been a consistent theme. Treasuries were mixed, depending on which part of the curve you look at. Some credit products, EM in particular...
View Article
