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Junk Bonds And Oil: What's Going On?

Published 12/04/2014, 01:05 PM
Updated 07/09/2023, 06:31 AM
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We've been talking recently about the big decline in oil and how it may be impacting other elements of the world's financial markets. There is one more observation that I thought may be worth adding to the list: the performance of Peritus High Yield (NYSE:HYLD) relative to oil. The chart below illustrates.

High-Yield Bonds Vs. Oil

Although these high-yield bonds have outperformed oil, they have declined along with oil, exhibiting a clear correlation. This could be another way of trading the same fundamentals that drive oil -- especially since many of the companies issuing junk bonds are in fact in the oil business.

It's worth noting, though, that a strengthening dollar should be beneficial for high-yield bonds, especially in a world in which treasury bonds are issuing near-zero-percent returns.

Is a larger fundamental shift at play here?

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