Stocks / ETF
HYGETF
iShares iBoxx $ High Yield Corporate Bond ETF
$78.721d +0.4%5d +0.1%settled close · 2026-09-17
β 0.1952w $78–81Shares 198.2MNYSE Arca since 2007
The tape, with the calls on it
Who said what, and what HYG did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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bearish
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Who’s talkingIdea Scout · free
Who’s talking about HYG
5 long16 shortlatest 2026-09-11
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-11 | Cameron DawsonCIO, NewEdge Wealth | Bearish | Bloomberg The Close | High yield spreads at only 300bps offer inadequate compensation as Fed rate hikes remove liquidity, tighten… |
| 2026-07-28 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bullish | Michael Green | Fixed income has a self-correcting mechanism through endogenous coupon cash flows that prevents… |
| 2026-07-02 | Rick RiederCIO of Global Fixed Income, BlackRock | Bullish | Bloomberg Television | European HY spreads are wider than US, and for dollar investors the swap back to USD makes the carry… |
| 2026-06-26 | Kevin SmithCIO, Crescat Capital | Short | CNBC Closing Bell Overtime | Record tight credit spreads are unsustainable and a blowout would hammer high yield, making put options on a… |
| 2026-05-28 | Miriam Wheeler | Bullish | Bloomberg Open Interest | Hyperscalers committing $600 billion to AI CapEx this year alone creates a generational financing opportunity… |
| 2026-05-14 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bullish | Macro Voices | At elevated asset prices investors should rotate into income-generating instruments like hedged high yield… |
| 2026-05-05 | Victor Khosla | Bearish | Bloomberg The Close | 30% of the European HY market is economically stressed — western Germany heading into recession, real estate… |
| 2026-03-27 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | Julia La Roche Show | Triple-C bank loan spreads are already near 2,000 bps on an index level, signaling the market does not expect… |
| 2026-01-09 | Rick RiederCIO of Global Fixed Income, BlackRock | Bearish | Bloomberg Podcasts | Reducing HY exposure in favor of higher-quality assets to maintain portfolio yield while lowering credit risk… |
| 2025-12-19 | David RosenbergEconomist — Rosenberg Research | Bearish | Kitco NEWS | Credit spreads are pricing a corporate default rate decline from 6% to 3%, which Rosenberg views as… |
Show all 21 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-10-22 | Luke GromenMacro strategist — founder, FFTT | Bearish | ForexAnalytix | AI/robotics-driven job displacement and ICE-raid-related immigration shock are hitting consumer credit… |
| 2025-10-22 | Jim ChanosShort seller — Chanos & Co (family office) | Bearish | Bloomberg Podcasts | Credit spreads remain near record lows despite mounting blow-ups, meaning the market is mispricing risk and a… |
| 2025-05-25 | Chamath PalihapitiyaFounder, Social Capital | Short | All-In Podcast | Government crowding out of private capital will cascade to private industry credit stress, and CDS costs are… |
| 2025-04-02 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | Forward Guidance | Credit is priced for perfection while the economy slows from ~7-8% NGDP to sub-4%, CCC spreads have already… |
| 2025-02-07 | David GirouxHead of Investment Strategy & CIO Multi-Asset, T. Rowe Price | Bearish | The Compound | Leveraged loans sit at the top of the capital structure and are floating-rate, so they benefit when rates… |
| 2024-05-14 | Boaz WeinsteinFounder & CIO, Saba Capital Management | Short | CNBC Television | Corporate credit spreads are near all-time lows while top economists price roughly a 35% recession… |
| 2023-11-15 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | DoubleLine Capital | Stated yields of ~19% on CCC bank loans reflect inevitable defaults, and higher-for-longer rates make it… |
| 2023-10-18 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | DoubleLine Capital | Rising interest rates will produce higher default rates and lower recovery rates than the falling-rate era… |
| 2023-03-02 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | DoubleLine Capital | Floating-rate bank loan borrowers who paid ~3% (300bps over SOFR) will face ~8% coupons within months, while… |
| 2023-01-18 | Howard MarksCo-chairman, Oaktree Capital | Bullish | Bloomberg Television | Higher default rates returning to ~4% historical norms create buying opportunities in debt of fundamentally… |
| 2018-10-31 | Marc LasryCEO, Avenue Capital Group | Short | Bloomberg Television | HY spreads at 380 bps don't compensate for risk given that 80% of new issuance is covenant-light with lower… |
1 new mention of HYG this week is in The Brief — who, which way, and what they said, in subscribers’ inboxes every morning. Free pages update a week later.
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The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where HYG’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 4 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
| 2026-09-10 | ||||||
| 2026-07-21 | ||||||
| 2026-06-24 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
HYG is in this morning’s Brief.
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