HYLB News and Press, Xtrackers USD High Yield Corporate Bond From 07/03/23

2023-07-03 22:55:00 ET Summary Elevated yields and negative correlations are good news for bond investors. We share strategies for making the most of today’s opportunities. With the tug of war between inflation and growth likely to continue as the year progresses, policy ra...

2023-07-03 22:27:00 ET Summary Central banks are finding it hard to finish the long journey toward inflation normalization, but we believe that policy rates are likely at or near their peaks - and could be maintained at elevated levels for some time. With roughly 500 basis points ...

2023-07-03 18:39:00 ET Summary Growth stocks were the big winners as the market for most of the first half was trying to price in rate cuts before the end of the year. Lower rates are seen as positive for high-multiple growth stocks and with a dash of artificial intelligence throw...

2023-06-27 03:05:00 ET Summary Striking the right balance between interest-rate and credit risk can be a good idea in the late stages of a credit cycle. We think it’s a particularly good idea in this credit cycle. Why? Consider that over the last 18 months, investors have g...

2023-06-19 07:05:00 ET Summary Last week, the Fed announced that it was not going to raise interest rates. The media and pundits proclaimed that this would send a false signal of a new bull market. We saw a substantial increase in trading volume compared to the rather low transact...

2023-06-07 06:20:00 ET Summary The yield of the U.S. high yield market, as measured by the ICE BofA U.S. High Yield Index, has been in the 8-9% range for much of the last year, and was close to 9% as of May 31, 2023. A number of sophisticated investors understand that the potentia...

2023-06-05 06:30:00 ET Summary Nvidia increased their revenue guidance for the July ’23 quarter. Data center revenue and EPS guidance for the fiscal Q2 for NVDA saw sell-side analysts boost the fiscal ’24 EPS estimate by 69% and the revenue estimate by 41%. High-grad...

2023-06-02 21:30:00 ET Summary Cooler heads prevail over debt ceiling but are there broader implications? Recession vs resilience: Finding opportunities in a cautious market. Why fixed income still may provide opportunities for investors. The bill to rais...

2023-05-24 04:00:00 ET Summary Breakeven inflation has come down quite significantly at this point. It would really be stress within banking that I think would move the Fed's hand this year. Non-bank financials will really benefit from what's going on in the banking sector. ...

2023-05-19 10:20:00 ET Summary Valuations have a strong predictive relationship with future returns of risky assets like equities and high yields. We analyze this relationship for both US equity and US high yield credit, at the index level. US equities and US high yield credits ar...