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Credit Markets: Little Shop of Worries 11-3-25
High level calm belies some problems that could worsen on bad policy and political dysfunction as reflected in the shutdown.
22 hrs ago
•
Glenn Reynolds, CFA
1
1
The Curve: Macro Data MIA? Policy Prudence KIA?
The shutdown will break the record this week as SCOTUS is set to meet on IEEPA. FedWatch sees odds plunge for Dec cut.
Nov 3
•
Glenn Reynolds, CFA
Market Commentary: Asset Returns 11-2-25
A week with no shortage of crosscurrents saw mixed returns for benchmarks, industry ETFs, and bond ETFs.
Nov 3
•
Glenn Reynolds, CFA
2
Mini Market Lookback: Not Quite Magnificent Week
A mixed equity week lacked breadth, UST rose, and spreads in credit were tighter before the 10-31 rebalancing sent them wider.
Nov 1
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Glenn Reynolds, CFA
1
October 2025
Synchrony: Credit Card Bellwether
We dig into what Synchrony tells us about consumer credit quality with its connection points to almost 70 million Americans.
Oct 30
•
Glenn Reynolds, CFA
2
Credit Markets: Call Me After Trouble Arrives 10-27-25
Credit spreads head back into the June 2007 zone as CPI offers some relief and US-China look to kick the can.
Oct 27
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Glenn Reynolds, CFA
1
The Curve: A Slow Pour of Tariffs 10-27-25
We update the state of yields after a mild but mixed week for UST.
Oct 27
•
Glenn Reynolds, CFA
1
2
Existing Home Sales Sept 2025: Staying in a Tight Range
September existing home sales continued the trend of rising prices and inventory but tepid sales volumes.
Oct 26
•
Glenn Reynolds, CFA
1
Market Commentary: Asset Returns 10-26-25
A solid asset return week driven by equities and credit spread compression with a mixed UST curve.
Oct 26
•
Glenn Reynolds, CFA
Mini Market Lookback: Absence of Bad News Reigns
Equity benchmarks rallied on a mild CPI release, HY spreads got back into the June 2007 range, and UST was mixed.
Oct 25
•
Glenn Reynolds, CFA
CPI September 2025: Headline Up, Core Down
The Sept CPI was relatively uneventful with some of the same lines showing inflation trends, but the overall action was muted.
Oct 24
•
Glenn Reynolds, CFA
General Motors Update: Same Ride, Smooth Enough
We update the recent GM stats after a relatively strong 3Q25 performance in the face of tariffs.
Oct 23
•
Glenn Reynolds, CFA
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