02-09-2022, 06:45 AM
How to digest all this data?
<!-- SC_OFF --><div class="md"><p>So, I understand the sell off in sovereign bonds. Which leads to sell off in high-yield credit.</p> <p>It is my understanding, that sell off in HY leads to difficulty raising capital and sell off in equities.</p> <p>The earnings of most companies in the S&P make them appear to be flush with cash. So, I assume the S&P should be somewhat insulated (minus unprofitable companies). How do I apply increasing commodities into this equation. My instinct is to follow the trail to EM markets. BUT! in the setting of globalization + covid, they will be hit the hardest, right? Plus, Iran is opening up and adding huge amounts of oil.</p> <p>Let me know what your moves will be.</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/Past-Track-9976"> /u/Past-Track-9976 </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/snhgzr/how_to_digest_all_this_data/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/snhgzr/how_to_digest_all_this_data/">[comments]</a></span>Kind Regards R
<!-- SC_OFF --><div class="md"><p>So, I understand the sell off in sovereign bonds. Which leads to sell off in high-yield credit.</p> <p>It is my understanding, that sell off in HY leads to difficulty raising capital and sell off in equities.</p> <p>The earnings of most companies in the S&P make them appear to be flush with cash. So, I assume the S&P should be somewhat insulated (minus unprofitable companies). How do I apply increasing commodities into this equation. My instinct is to follow the trail to EM markets. BUT! in the setting of globalization + covid, they will be hit the hardest, right? Plus, Iran is opening up and adding huge amounts of oil.</p> <p>Let me know what your moves will be.</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/Past-Track-9976"> /u/Past-Track-9976 </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/snhgzr/how_to_digest_all_this_data/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/snhgzr/how_to_digest_all_this_data/">[comments]</a></span>Kind Regards R