Monthly Archives: August 2012

Peritus Media Events

Tim Gramatovich, Peritus’ Chief Investment Officer, will be featured on the following programs on Tuesday, September 4th, 2012: Fox Business Channel’s “Markets Now,” airing 2pm EST. MarketWatch Radio, with the interview available on various radio stations and MarketWatch.com Bloomberg Radio’s … Continue reading

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The Healthcare Opportunity

This past week, the Congressional Budget Office (CBO) released a report saying that the “fiscal cliff” set to hit over the next year, due to simultaneous spending cuts and tax increases, will cause a “significant recession,” with a GDP decline … Continue reading

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This Week in High Yield

Equities markets finished in the red this week for the first time in the last seven weeks as the European crisis was once again in the forefront, and among signs that the global economic slowdown was intensifying. With concern picking … Continue reading

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High Yield Morning Update

Equities are opening better this morning after the S&P 500 yesterday posted its biggest one day decline in a month on concerns over the European debt crisis and the global economic slowdown. Meanwhile, despite slumping equity markets and rallying Treasuries, … Continue reading

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High Yield Morning Update

US equity markets are in the red this morning as investors continue to weigh the stimulus outlook.  Global data points to a slowing economic backdrop, and US jobless claims jump unexpectedly, showing little progress in the US jobs market. Meanwhile … Continue reading

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Tim Gramatovich on Fox Business Channel

Tim Gramatovich, Chief Investment Officer at Peritus Asset Management, will be a guest on Fox Business’ “Markets Now” on Tuesday, September 4th at 2pm EST.  Be sure to watch!

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High Yield Morning Update

A disappointing trade deficit report out of Japan overnight has global equity markets on their heels this morning, as the report added to fears that the global economic slowdown continues to intensify. In the U.S., we’re looking towards July housing … Continue reading

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High Yield Morning Update

It was a quiet start to the week for the high yield market, as activity continues to slow the closer we get to Labor Day weekend. One benchmark deal did price yesterday at Goldman, and traded up ¼ on the … Continue reading

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Gravity

As we head into the last two weeks of August, I have been amazed at the incredible activity in the credit markets.  Both investment grade and high yield issuance has seen record numbers for the usually sleepy last month of … Continue reading

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Investing in Corporate Credit

With historically low interest rates, we have seen a surge in corporate bond issuance over the past couple months.  In investment grade land, we have seen record low yields on bonds being issued during July.  3M issued five year bonds … Continue reading

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