Detroit Disciplined Post-Bankruptcy

Detroit found that investors haven’t forgotten the largest municipal bankruptcy in U.S. history

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By Elizabeth Campbell

Bloomberg

Detroit found that investors haven’t forgotten the largest municipal bankruptcy in U.S. history.

The city sold $245 million of bonds, its first offering since emerging from court protection last year. Tax-exempt securities due in 2029, which have the longest maturity, were priced to yield 4.5 percent, according to preliminary data compiled by Bloomberg. That’s almost 2 percentage points more than top-rated debt, even though the bonds have a secured claim on the city’s income-tax collections.

“They are still, yes, paying the price,” said Michael Johnson, managing partner at Gurtin Fixed Income Management, which oversees $9.5 billion of munis in Solana Beach, California, which doesn’t own the city’s debt and didn’t buy. “The forces that have hampered Detroit up until now are still in place.”

After decades of population loss, shrinking tax revenue and an economy reeling from the fading automobile industry, Detroit filed for Chapter 9 protection from creditors two years ago. The move allowed the city to lower its obligations by $7 billion by the time it exited bankruptcy in December, though it still has a lower credit rating than any other big U.S. city.