Corporate Defaults Slow, Lifting Debt Market

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Fewer major U.S. companies are defaulting on their debt than investors feared just months ago, a boost to corporate bond prices and an encouraging sign for the U.S. economy

By Sam Goldfarb Close Sam Goldfarb Updated Oct. 26, 2020 5:55 am ET .

For a time, those concerns seemed justified: U.S. corporate defaults tracked by Moody’s averaged about 20 a month from April through July, as long-struggling businesses such as Neiman Marcus Group Ltd. and Frontier Communications Corp. filed for bankruptcy. That caused the default rate to rise nearly as much as initially predicted.

Businesses rated by large firms like Moody’s don’t represent the entire economy. Companies typically seek out ratings when they are large enough to issue debt to investors—something many small businesses, which have been particularly hard-hit by the pandemic, don’t do. “The market is just wide open,” which enables companies to “effectively roll over upcoming debt” maturities, said Oleg Melentyev, head of U.S. high-yield strategy at BofA Securities.

A smaller wave of defaults could mean that process is unfinished. According to BofA data, the average high-yield bond issuer now has debt equal to 6.1 times its earnings before interest, taxes, depreciation and amortization, or Ebitda, the highest level on record. Even if earnings continue to improve—and companies pay down some debt with cash they have raised as a precautionary measure—average leverage levels could remain elevated.

Movie-theater operators, cruise-line owners and airlines have, in many cases, received emergency financing from investors on the belief their businesses will rebound once the virus recedes. But they generally remain vulnerable, along with a collection of other companies, including some in the energy sector.

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US economy is going strong, but few people attribute it to the present administration. When corona cases spike, millions of people blame Trump, not CCPChina.

THEY EARNED NEARLY 1 TRILLION DOLLARS.... THEY BEST NOT DEFAULT ON LOANS!

Gee and all we had had to do was give them another bail out after we cut their taxes because they blew it on corporate buy backs and the trillion dollars the fed pumped in and a extra 100 thousand had to die so we could get back to work

Trump magic baby!

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