Credit reporter @business | alum @uva and dance for @virginiasports | opinions my own | tips welcome on signal egraffeo.83
New York, NY
Joined September 2016
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Emily Graffeo retweeted
As a flood of debt sales by US tech companies ripples through the credit market, it seems to be triggering an inadvertent rise in risk metrics for some of the world’s safest firms bloom.bg/4x1lvUw
Emily Graffeo retweeted
Barnes & Noble CEO James Daunt says that while romantasy has taken BookTok by storm, the company's best-selling author right now is Homer. bloom.bg/45sszNB
Emily Graffeo retweeted
Former Federal Reserve Governor Betsy Duke does not expect the Federal Reserve to move on interest rates Wednesday, but she does say a good case can be made for a quarter-point hike bloom.bg/4yFk7s1
Emily Graffeo retweeted
“The problem is the deals aren’t performing...” [head of credit strategy at UBS Group] Mish said. “The easiest thing to do is to do a recapitalization and sell it to a less credit discriminate investor, which is a CLO.”
bloomberg.com/news/articles/… by @emily_graffeo Jeannine Amodeo
Emily Graffeo retweeted
@business recently featured charts that illustrate key market risks, including one from Rob Arnott.
It highlights how much market power is now concentrated in just a handful of names: the “so-called” Magnificent Seven.
Read the full feature by @emily_graffeo.
#MarketValuations #EquityConcentration #MagnificentSeven #MarketBubble #StockMarket
[Disclosures: bit.ly/3hT1PuD]
bloomberg.com/news/articles/…
Emily Graffeo retweeted
T. Rowe is planning to launch its first cryptocurrency fund, a bold move for the mutual-fund giant that mostly trades in traditional stocks and bonds bloomberg.com/news/articles/…
Emily Graffeo retweeted
Some Bitcoin whales are doing custom creations of $IBIT (trading in their physical Bitcoin for shares of the ETF) for a variety of benefits after discovering TradFi has its perks. BlackRock has done $3b of these. These are called portfolio trades and popular in bond land. Great piece on it from @emily_graffeo
Emily Graffeo retweeted
Big Bitcoin holders are moving their wealth from the blockchain onto Wall Street’s balance sheet. A new generation of ETFs is giving the crypto rich a novel way to fold their digital fortunes into the regulated financial system bloom.bg/48I8UfK
Emily Graffeo retweeted
Great speaking at @thegeforum with
@Pagetgrace, @emily_graffeo & Gordon Grant about Digital Asset Strategies last week. It was somewhat unnerving to speak right after Nassim Taleb, but that was quickly displaced by the outpouring of crypto curious audience members who showed up!
Emily Graffeo retweeted
"This year’s flows have been so furious that every month has run at roughly 3.5 times the usual seasonal average, data from Bloomberg Intelligence through September showed. Analysts at BI project that 2025 could, all in all, see about $1.25 trillion in flows."
@emily_graffeo
🚨Big milestone for ETFs/Mutual Funds today as the SEC said it would allow DFA to offer multi-share class funds🚨
Mutual funds have multiple share classes (like A, Institutional, etc). Now, one of classes could be an ETF
bloomberg.com/news/articles/…
Here's some more context on what it could mean for Wall Street if hypothetically every mutual fund tacked on an ETF share class:
bloomberg.com/news/articles/…
Some experts have warned that while the structure could give a lifeline to mutual funds, it may erode key benefits of the ETF, if dual share class funds face big outflows. More on that here:
bloomberg.com/news/articles/…
Emily Graffeo retweeted
SEC is at "the one yard line" in regards to approving ETF share classes of mutual funds,says asst dir of inv mgmt Katilyn Bottock. Currently 65-70 firms are looking to do with trillions in assets. Nice sccop from @emily_graffeo from the ICI in Nashville.
"Dividends — once the stodgiest corner of investing — have become the new hot thing with jaded Gen Zers hellbent on quitting and retiring early" -@denitsa_tsekova & @VildanaHajric with the latest Big Take:
bloomberg.com/graphics/2025-…
Emily Graffeo retweeted
Mutual funds are losing billions as ETFs break records, prompting conversions by firms like Lazard and Aberdeen bloomberg.com/news/articles/…
Discussed the stock market this morning (and the landscape of athleisure competition) with @kgreifeld and @mattmiller
Bloomberg's @emily_graffeo looks at the biggest winners and losers in the S&P 500 Index over the first half of the year on "Bloomberg Open Interest" bloom.bg/3GlHe4r
Breaking: Vanguard asks SEC for permission to use their exclusive multi-share class fund design with actively-managed funds. Their existing relief only applies to index funds. sec.gov/Archives/edgar/data/…