Not for everyone
Could you clarify something? So spreads are tightening because of low supply correct. Are you wanting to see spreads widen late cycle due to to poor earnings and valuations repricing... is this the inflection you speak of?
Thx
I simply want to see correlations shift on specific information for an inflection point to occur. Not sure what you mean by low supply and spreads?
In general though, we want to see a negative stock bond correlation and expanding credit spreads. Additionally, a steepening yield curve.
Could you clarify something? So spreads are tightening because of low supply correct. Are you wanting to see spreads widen late cycle due to to poor earnings and valuations repricing... is this the inflection you speak of?
Thx
I simply want to see correlations shift on specific information for an inflection point to occur. Not sure what you mean by low supply and spreads?
In general though, we want to see a negative stock bond correlation and expanding credit spreads. Additionally, a steepening yield curve.