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Complete January Bond Performance Heatmap
January is over, and while the stock market closed at its YTD lows, some corporate bond segments are still on fire. Below we present a complete heatmap for January bond price performance by subsector. Each issue is presented on a size relative basis, with the grayed text giving detailed information about any one specific issue, including corporate ticker, one month change, ISIN, Name, Rating, Outstanding, and last price (compared to Dec 31, 2009, red is lower, blue is higher).
Consolidated
And by sector:
Manufacturing
Manufacturing - Aerospace
Manufacturing - Auto Manufacturers
Manufacturing - Building Products
Manufacturing - Chemicals
Manufacturing - Conglomerates Diversified
Manufacturing - Containers
Manufacturing - Electronics
Manufacturing - Home Builders
Manufacturing - Information/Data Technology
Manufacturing - Machinery
Manufacturing - Metals & Mining
Manufacturing - Paper/Forest Products
Manufacturing - Textiles/Apparel/Shoes
Manufacturing - Vehicle Parts
Services
Services - Broadcast
Services - Cable
Services - Food/Drugs
Services - Gaming
Services - Health Care Facilities
Services - Health Care Supply
Services - Leisure
Services - Lodging
Services - Other
Services - Pharma
Services - Publishing
Services - Retail Stores
Services - Satellite
Services - Tower
Telecom
Telecom - Broadband
Telecom - CLEC
Telecom - Diversified
Telecom - Wireless
Transportation
Transportation - Airlines
Transportation - Railroads
Transportation - Other
Consumer
Consumer - Beverage/ Bottling
Consumer - Consumer Products
Consumer - Food Processors
Consumer - Tobacco
Energy
Energy - Gas Pipelines
Energy - Integrated Oil
Energy - Oil Equipment
Energy - Oil Refining & Marketing
Energy - Oil Service
Energy - Retail Propane Distributors
Energy - Secondary Oil & Gas Producers
Insurance
Insurance - Life Insurance
Insurance - Property & Casualty Insurance
Banking
Electric
Industrials/Other
Independent
Finance/Other
Mortgage Banking
REIT
Securities
Utilities
Source: Citigroup
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There is some breaking news which might be downplayed by WH:
http://news.yahoo.com/s/nm/20100130/pl_nm/us_usa_china_taiwan
let the game of chicken begin ...
How on earth did building products and REITs not have a down move for yet another month running? Did these people not care about the record low new home sales and 50%+ cumulative losses on CMBS? Who the fuck keeps buying this garbage? Can't wait for these two sectors to finally go bidless. Thank god HFT isn't involved here (yet) or iStar bonds would be trading at 300 cents on the dollar. When will shorts and taxpayers join and file a class action lawsuit against the Federal Reserve for destroying anything remotely close to efficient markets (and for transferring $10 trillion in taxpayer wealth to the likes of Goldman via bailouts and the yield curve)?
REITs pay dividends. Dividend investors are reluctant sellers.
But the tide that floats all boats when rising shall eventually reverse.
It's about financing, not industry fundamentals...and they can refi if they need to. Kneejerk investors like you get carried out since they don't do any actual analysis of the situation.