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Peter Tchir on Muck Rack

Peter Tchir

New Canaan
As seen in: Forbes, Bloomberg Markets Magazine, Bloomberg News, Markets Insider, Yahoo Finance, Cointelegraph, Real Money, The Street, Zero Hedge, Before It's News and
Opinions are my own, re-tweets are not an endorsement. Focused on Macro and Credit.
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Articles

Why This One Thing Has the Biggest Impact on the Long End of Yields

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By Peter Tchir
| The Street Verified
Following up on Friday’s report on bonds, let’s look at what impacts the long end of the bond yield most. It’s not necessarily what the Fed does and it’s not even the data. It’s supply and demand. Let’s break it all down, and see my take on the market right now: New issues of investment-grade bonds are now sucking up duration like never before.
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A Weird, But ‘Useful’ Way to Think About the Surge of New Bond Issuance

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By Peter Tchir
| The Street Verified
There are “weird” things about the dataset of issuance of new investment grade (IG) corporate bonds in the primary debt capital market. For one, it uses modified durations instead of DV01 because it is easy to see what the duration was at the time of issue. I’m really not sure anyone should ever multiply notional value by duration, but I think there is a reason for doing so in this case (DV01 would have been better, but close enough).
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As the Headlines Heat Up, I’m Focused on This Bond Fund and Energy

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By Peter Tchir
| The Street Verified
Summer is winding down. But the news flow just doesn’t quit: Treasury Sec. Scott Bessent made his speeches on sanctions and Treasury buybacks, Nvidia (NVDA) earnings landed, Fed Chair Kevin Warsh appeared at Jackson Hole, we have fresh fighting in Iran and an apparent Venezuela oil deal, and the G20 is in North Carolina. Oh, and on a personal note, I started the week early, with 5:50 a.m. appearance on CNBC. What a way to close out August! Now, let’s try to make sense of it all.
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