Could a bubble be forming around equity markets (^DJI, ^IXIC, ^GSPC) as Big Tech pivots harder and harder into AI? To better understand what this could mean from the credit investing side of things, ...
A CDS is a form of insurance that covers defaults. Swap rates increasingly determine the capital costs of companies by ...
To the extent there is a lesson, it is this: once you hedge out currency risk, each currency operates as its own separated ...
One of the largest corporate bankruptcies in 2025 comes from a little-known company that didn’t exist more than five years ...
While France's credit rating downgrade on Friday generated politically charged headlines, the bigger surprise was Spain's ...
US President Donald Trump announced sweeping import tariffs on April 2, 2025. Although he dubbed it “Liberation Day”, the ...
WASHINGTON DC – FIA President and CEO Walt Lukken today participated in a joint meeting of the two main market regulators in ...
First Brands enters bankruptcy protection after lenders raised red flags over the company’s billions of dollars of ...
Germany, the Netherlands, Ireland and Luxembourg are now the only countries that still hold at least one AAA from the three ...
Locked in a protracted political crisis over the extent of its indebtedness – and with its deficit running at over five per cent of GDP – France has earned itself the unwanted monikers of ‘the sick ...
Sovereign risks are evident, and corporate earnings have impressed. However, these are known factors—it's time to look ahead. We remain bearish on high-yield credit, with the spread between high yield ...