Credit Market Weakness: Are We Ignoring the Signs?

The video discusses recent trends in bond markets, highlighting Japan's potential fiscal stimulus and its impact on sovereign bonds. It examines corporate bond saturation, with a focus on Microsoft's recent $20 billion bond issuance. The analysis includes Microsoft's bond yield curve and market demand. The video also explores the potential for global fiscal stimulus and its effects on yield curves. Finally, it reviews credit market trends and their implications for equity markets, noting early signs of weakness in credit spreads.

What implications does Microsoft's recent bond issuance have for the corporate bond market?

In what ways might fiscal stimulus from countries like Japan affect global yield curves?