“Typically it's a 50 basis point rule of thumb that if you see a decline of 50 basis points, you'll start to see refis kicking in”
♫
Said on On The Tape with Danny Moses
“‘The entire high yield market is wider by about 50 basis points… we haven’t really seen it trickle outside of these specific names.’”
Closing Bell · Closing Bell Overtime: 10/15/26
Play from 16:51
16:51
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What was described
Reprice AI-linked high-yield bonds by widening spreads roughly 50 basis points, reflecting higher cost of capital for neocloud issuers
≈50 bps spread widening in high-yield market
Said nearby on the same subject
“When 10 year notes were at 65 basis points, there was no value in owning bonds whatsoever. For one, they had a negative expected return. And two, they couldn't rally if the economy went in the trash. Now, they belong in the conversation.”
AC
Andy Constan
Monetary Matters with Jack Farley ·
“If you look at the holdings, it's literally just like a, a who's who of NeoClouds. ... core weave, perhaps Nebius ... high yield tech benchmarks ... core weave, like 25% of the benchmark”
♫
Said on Monetary Matters with Jack Farley
“I was literally in 2021, I was holding 80 to 90% cash just saying, listen, I'm not going to give this government my money and lend it to them for 10 years at 50 basis points.”
BE
Bill Egan JP Morgan Strategic Income Opportunities Fund
Animal Spirits Podcast ·
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