Daily Wrap – HY Credit Adds a New Wrinkle; Investment Banks Highlight Risks in a Fragmented, Low-Correlation Market.

You may recall me, “Stranger Signals” video, covering some of the signals we’re seeing now, but posted on July 14, 2024. Of course subscribers knew about these way in advance of the video. The dat may ring a bell: The Tech Wreck. Then, like now, the AI/Semiconductor narrative was driving markets higher. Then, like now,…