Episode 05: "Shell’s Dividend Cut and Corporate Bond Markets"

The Moses and Methuselah Podcast by Jonathan Davis & Peter Seilern

Episode notes

Shell’s Dividend Cut

  • Oil price collapses by 70% year to date.

  • Oil majors’ promises to shareholders impossible to keep.

  • Dividend cover falls relentlessly.

Corporate Bond Markets

  • From death to resurrection

  • Central banks do whatever it takes…

  • ...including buying junk bonds.