The share of mortgages that are 90 days past due is now at a 10-year high and almost a third of the homeowners expect to miss their payments in coming months in some states.
Month: August 2020
Junk Bonds, Leveraged Loans and CLO’s
Junk Bonds Second quarter 2020 had a massive amount of debt issuance across High Yield (HY) and Investment Grade (IG) ratings and the month of
US Monthly Unemployment
US Jobless claims and monthly unemployment data There is an expectation that the worst of the economic effects of the pandemic are behind us and
The Signal and the Noise
Insights from ‘The Signal and the Noise’ by Nate Silver – on overfitting models, confidence of forecasters and challenges of economic forecasting and biases in prediction.
Random Thoughts... 