By Nick Godt
Signals from the corporate bond market have improved in April.
But they still contradict the rosy outlook for the U.S. economy and
businesses implied in the big rally in stocks that began in early
March.
The good news: Corporate spreads, which rise when investors jump
into the safety of government bonds amid fear that companies are
more at risk of going bankrupt, have actually fallen in April.
The bad news: They still remain abnormally high, signaling bond
investors remain wary of the prospects for the economy and
corporations. And that's also a bad omen for stocks.
"While equity investors are painting the town red, corporate
bond traders are the market's 'designated drivers'," said Jack
Ablin, chief investment officer at Harris Private Bank.
Spreads only improved a bit in April while the stock market
roared through its rally.
"Do bond investors know something equity investors don't?
Probably," Ablin says. "History has shown whenever bond and stock
investors have conflicting views, bond investors usually win."
Part of the answer might actually be revealed in early May, when
the U.S. government will release the results of its so-called
"stress tests" of 19 major banks, aimed at measuring their ability
to weather a worsening of the economic recession without going
belly up.
Research from Harris Trust used BBB corporate bonds, which
include those of financial firms. Those spreads have not improved
since November, even as those of junk bonds -- or highly risky debt
-- have shown a marked increase.
"Bond investors are cautious on financials and for good reason,"
Ablin said.
On Friday, stocks rallied past the Federal Reserve releasing the
methodology it used to apply the stress tests. with the Dow Jones
Industrial Average (DJI) up 135 points, or 1.7%, at 8,092. The
S&P 500 index (SPX) gained 15 points, or 1.8%, to 867, while
the Nasdaq Composite (RIXF) advanced 41 points, or 2.5%, to
1,693.
The stock market, as measured by the broad S&P 500 index,
has rallied nearly 30% since hitting 12-year lows in early
March.
During the same period, corporate spreads have fallen 13%, with
most of the decline taking place during April, according to the
Merrill Lynch U.S. Corporate Bond Master Index.
Signs that the economy has stopped deteriorating as fast as
before, and hopes for a recovery of the financial sector have
helped boost the prospects for U.S. firms.
Anecdotally, shipping and delivery giant UPS (UPS), often used
as an economic bellwether, saw its bond spreads tighten even after
it posted worse-than-expected first quarter results on
Thursday.
But overall bond spreads still remain about five times as
elevated as their historical average since the 1970s, according to
James Sarni, senior managing partner at Payden & Rygel.
"Things are not getting worse but they're not improving as fast
as the stock market is," Ablin of Harris Trust said. "But if
[corporate] bonds continue to tread water here, stocks won't be
able to go anywhere."