corporate debt | Melotte Financial Advisors

June 17, 2020

A Quick Review of Fundamentals

I just wanted to take a moment to provide some important economic metrics given the truly unique environment the nation finds itself in right now.

I will provide an overview of:

Sharp rebound in retail sales
Projected national deficit
Unemployment
Economic growth projections for Q2
Corporate debt
Bankruptcies
Market valuations

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March 10, 2020March 10, 2020

One Reason I’m Avoiding Corporate Bonds

Here’s a good chart showing corporate leverage and its correlation to cyclical peaks. This is one reason I’ve been avoiding corporate bonds in favor of Treasury bonds the last few years.

I don’t think the next crisis will begin with mortgage defaults this time around but with a wave of corporate defaults.

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