U.S. Real GDP vs. Stock-to-Bond Ratio and Recession

U.S. Real GDP vs. Stock-to-Bond Ratio and Recession This chart shows the correlation between US real GDP and the stock-to-bond ratio, and suggests a recession in the United States. Image: Alpine Macro

Amount of Distressed Bonds

Amount of Distressed Bonds Driven by the coronavirus pandemic and the collapse of oil prices, the amount of distressed bonds has surged to the highest level since 2009. Image: Bloomberg

Cumulative Bond Flows Since 2009

Cumulative Bond Flows Since 2009 Flows into high-yield funds had been out of favor in this cycle. Is this good news? Image: Deutsche Bank Asset Allocation

Investment Grade Bond Maturity Wall

Investment Grade Bond Maturity Wall Should investors be concerned about the IG bond maturity wall? Image: Goldman Sachs Global Investment Research