What's Behind the Run-Up in Corporate Bond Prices?

The video discusses the dynamics of corporate bonds, highlighting their recent performance due to favorable monetary policies. It explains how bond prices are influenced by interest rates and corporate credit quality, noting the rise in default rates. The video also explores sector-specific risks, particularly in commercial real estate, technology, and retail. Additionally, it examines the oil industry's response to price changes, leading to market consolidation and increased defaults among weaker companies.

What factors drive corporate bond prices according to the text?

How have default rates changed over the past 18 months?

What concerns do credit investors have regarding the current market conditions?

Which sectors are mentioned as being under pressure in the text?

What is the significance of the oil prices mentioned in the context of distressed companies?