logistics bonds stay tight

Logistics bond spreads remained tight despite pandemic jitters, reflecting the same confidence that fuel price spikes in diesel inventories slip to crisis lows in us failed to shake.

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Markets treat logistics credit as defensive; spreads only moved a handful of basis points after supply alerts.

my take

I now view logistics bond spreads as a macro stabilizer indicator.

linkage

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• tags
  • #logistics
  • #2021
  • #market-news
• related
  • [[diesel inventories slip to crisis lows in us]]
  • [[Port Congestion Squeeze]]
  • [[supply chain visibility hubs]]

ending questions

Will spreads widen if the next supply shock hits unexpectedly?