5 CHARTS WARN US CORPORATE DEBT PARTY GETTING OUT OF HAND A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: FUNDAMENTALS 11-30-18 – MarketWatch – “These 5 charts warn that the U.S. corporate debt party is getting out of hand” MATASII TAKEAWAYS: Post crisis debt levels set fresh peaks: U.S. non-financial corporate debt as […]
CORPORATE AMERICA’S NEXT CRISIS: A $1.6T DEBT TSUNAMI A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: STUDIES – CORPORATE DEBT & “ZOMBIFICATION” MATASII TAKEAWAYS: LOOMING DOWNGRADES $3 trillion in BBB-rated bonds (out of a total investment grade universe of $6.4 trillion) illicits growing fears that the next economic slowdown will see […]
FED URGED TO GET MORE SERIOUS ABOUT US CORPORATE DEBT RISKS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: FUNDAMENTALS – CORPORATE DEBT LEVELS 11-27-18 – Reuters – “Fed urged to get more serious about U.S. corporate debt risks” MATASII TAKEAWAYS: Scott Minerd, managing partner at Guggenheim Partners, said President John Williams […]
THE GLOBAL DISTORTIONS OF DOOM – HYPER-INDEBTED ZOMBIE CORPORATIONS The defaults and currency crises in the periphery will then move into the core. — SOURCE: 10-07-18 Charles Hugh Smith & Gordon T Long – “The Global Distortions of Doom Part 1: Hyper-Indebted Zombie Corporations” — It’s funny how unintended consequences so rarely turn out to be good. The […]
BUBBLES & ZOMBIES — SOURCE: 10-01-18 RealInvestmentAdvise, John Coumaianos – “Bubbles and Zombies” — They say nobody rings a bell at the top of the market. But whether this is the top or not, two prominent market observers and historians, Robert Shiller and Edward Chancellor, are expressing concern. ROBERT SHILLER First, Shiller warns readers not […]
POSSIBLE SUCCESSOR TO JPM’S DIMON WARNS: “ECB BOND BUYING CREATES ZOMBIE CORPORATIONS” — SOURCE: 07-18-18 Bloomberg – “ECB Bond-Buying Creates Zombie Companies, Possible Successor to Dimon Warns” — Mary Callahan Erdoes Photographer: Simon Dawson/Bloomberg The European Central Bank’s bond-buying program has created a “dangerous” environment for investors by masking risks in the market for corporate […]
