Retail sales strong enough to raise economic forecasts, but not high enough to prompt Fed to raise rates this month.
Payrolls and Other Economic Indicators Looking Better
Economic contraction in first quarter should prove to be an anomaly.
Rise in core CPI stokes inflation fears.
Weak retail sales report calls expected economic rebound into question.
U.S. employment report just right: not too hot, not too cold.
Slowing consumption, falling exports, weak energy sector lead to stagnant GDP growth.
The transaction is heavily oversubscribed.
Pace of economic growth in China slows; investors bet on additional easing.
Barclays' credit rating downgraded; UnitedHealth acquiring Catamaran.
European banks downgraded; Kraft and Heinz to merge.
Fed intimates that rates will rise at a slower pace.
New issue supply starting to overwhelm demand.
Huge new issue supply easily digested by market.
Corporations finding cheaper financing in Europe.
Corporations benefit in new issue market as demand drives cheaper financing.
More strategic M&A: Expedia to acquire Orbitz.
Strategic M&A heats up while large LBOs remain cool.
Looking at the impact of Europe's quantitative easing program on corporate bond markets.
New issue market subdued; JPMorgan's issue attractive whereas Ecolab looked expensive.
Fixed-income returns in 2014 primarily driven by declining interest rates.
Retailers' bonds outperform while energy bonds continue to underperform.
Will the Fed finally eliminate 'considerable time'?
New issue market reaches new volume records
China cuts interest rates and ECB pledges to ramp up its stimulus programs.
GDP and inflation pick up in euro area, which may keep ECB monetary policy on hold.
Economic metrics keep Fed on autopilot; ECB intimates more QE is coming.
GDP grows 3.5%, but is likely to moderate in the fourth quarter.
Tech investors burned by earnings disappointments and recapitalization.
Only best-known issuers with strong balance sheets dared tap the new issue market.
While marriages are increasing in the health-care sector, conscious uncoupling increases in the technology sector.
But market rebound isn't enough to offset losses experienced earlier in the week.
Widening high-yield spreads will start to attract investors.
New Best Idea highlighted, but otherwise, value hard to find.
Credit spreads were unable to hold their ground last week.
Credit spreads holding steady despite new issue supply.
Economic indicators released last week indicate that US economy is continuing to expand at a moderate pace.
New issue supply fell well short of demand to put money to work last week.
The buy-the-dip crowd was in full force as corporate spreads tightened, but the dips have become increasingly shallow and almost imperceptible on a long-term chart.
The market seems to believe that any potential contagion from the situation in the Ukraine or economic weakness in China will be extremely limited in the United States.
Strong job growth sent Treasury rates upward, but corporate credit spreads held steady on a flood of new issues.
The impact from the emerging-markets disruption barely dented the corporate bond market.
Headline payrolls numbers disappointed last week, but the bond markets rallied on underlying private-sector strength
At this point, the instability appears to be contained in relatively small geographic regions.
We continue to view credit spreads as fairly valued, albeit at the tight end of the range that we see as appropriate, given our economic outlook.
Corporate bond trading activity was relatively light as many investors decided to wait for the calendar to build this week as reporting season ramps up.
It was back to the grind last week as traders and portfolio managers returned to their desks after the holidays for the first full trading week of the year.