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Issues, insights and all the news fit to blog.

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Memorial Day 2020

Memorial Day, 2020

Happy Memorial Day everyone.  Especially now, in this time of flux, when great change seems inevitable, take a moment to thank those men & women who stand a post, everyday This year extend that thanks to the thousands of Doctors, Nurses, and Healthcare workers responding to COVID19 ...
4Q19 Earnings Season & COVID-19

1Q20 Earnings Guidance & COVID-19

Statistics 4Q19 Earnings: COVID stats and overview As of March 18, 479 of 500 (96%) S&P 500 companies have reported 4Q19 earnings.  Given market action these past few weeks, this blog focuses on 1Q20 earnings guidance and COVID-19. Which Companies Mentioned COVID-19 on Earnings Call
Sizing up SOFR Curve part 2 of 3

Size of the SOFR Rate Market

The size of the SOFR market is the second article of a three-part series on the transition from LIBOR to the Secured Overnight Financing Rate (SOFR).  The first article examined the size of the LIBOR-linked markets.  This article takes a look at the size of the SOFR market. The SOFR ...