Wednesday, September 16, 2015

U.S. Corporate Bond Spread : Time to Transfer from Financial to Industrial Sector?

Does the burden of increased issues of U.S. corporate bonds finish?
Time to increase credit position and transfer from financial, the most stable sector, to industrial sector? In line with somewhat solid economic improvement?

Let's move ! Sell Goldman Sachs 2041 and Buy British Telecom 2030!
This transaction to decrease duration position and longer-end exposure also aims at adjustment ahead of FOMC meeting.

Barclays US Agg. Credit Avg OAS
Spread between Barcap Industrial OAS and Financial OAS
New Security Issues of U.S. Corporate Bonds
Yield Spread : GS 2041 vs. BRITEL 2030

No comments:

Post a Comment