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Freaky Friday: Navigating the "Cockroach" Infestation in the Credit Markets
Freaky Friday: Navigating the "Cockroach" Infestation in the Credit Markets
The Narrative Theme: Today was a masterclass in navigating a market teetering on the edge of fear and optimism. The theme of the day was identifying the "cockroaches" in the credit market—the hidden risks that threaten to derail the rally—while simultaneously recognizing the resilience of a market buoyed by the promise of AI-driven growth and inevitable Fed easing.
Phil kicked off the day with a stark warning in his morning post, "Freaky Friday Morning Markets – The Bronco Bucks Wildly," as the VIX spiked to 28 on…
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