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A Look At Yield Curves and the Downside of Tax Reform for HY Bonds

Santelli Exchange: U.S. tax policy's debt deductibility downside
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Rick Santelli and I touch on yield curves, global bonds and some potential negatives for the HY bonds from tax reform.

There are three big themes in fixed income as we start the year, that I will be focusing on (link ).

  1. Does a flatter yield curve matter?
  2. Are global bond yields finally headed higher?
  3. Will we see High Yield bonds underperform?

I think the answer to all three questions is yes and will dig deeper into them over the coming days, in the meantime, here is a clip from Rick Santelli and I last week.

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