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First Republic Bank on the brink!
May 1, 2023

It is anticipated that an announcement will be made Sunday night regarding the acquisition of First Republic Bank. The FDIC from First Republic Bank on the brink!

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Is the Global EV market going to take over the industry standard combustion engine?
April 28, 2023

Is the Global EV market going to take over the industry standard combustion engine? from Is the Global EV market going to take over the industry standard combustion engine?

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CMBS risk post Covid is a reminder of the 2008 crisis.
April 27, 2023

Analysts are concerned with the troubled CMBS sector, as valuations suffer, lease income falls, occupancy rates are lower than pre-Covid levels. Furthermore the large exposures on banks’ and Insurance balance sheets, higher interest rates pushing credit costs up and the impending lack of liquidity in this market. from CMBS risk post Covid is a reminder of the 2008 crisis.

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US M2 Money Supply Concerns
April 26, 2023

The money supply in the U.S. is shrinking fast, with an update Tuesday showing the biggest drop in the growth rate ever. It offers a crucial clue to the path of inflation and the central bank’s coming interest-rate decision from US M2 Money Supply Concerns

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Do European banks face a rocky road ahead in 2023?
April 25, 2023

The asset quality of European banks is expected to experience only a moderate decline this year, but S&P’s base case from Do European banks face a rocky road ahead in 2023?

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The US Foreign Debt Pile of $31Tln, and who owns it?!
April 24, 2023

Currently, the amount of national debt owed by America to foreign investors is $7.3Tln, mostly in the form of Treasury from The US Foreign Debt Pile of $31Tln, and who owns it?!

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Q2 ‘2023 High Yield Investor Survey

The results are in – thank you for taking part The Q2 2023 Bloomberg Intelligence x European High Yield Online from Q2 ‘2023 High Yield Investor Survey

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WM Morrison Supermarkets Ltd
April 14, 2023

Credit Summary Morrisons has recently lost market share to Aldi, and subsequently dropped out of the top 4 supermarkets in from WM Morrison Supermarkets Ltd

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Encore Capital Group: FY’ 22
March 25, 2023

Summary Encore Capital Group ‘s FY 22 results reflected previous guidance that it was facing higher expenses and lower revenues from Encore Capital Group: FY’ 22

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Inspired Entertainment: FY’22 Summary
March 23, 2023

Summary Inspired Entertainment’s 2 Business Segments generally reported strong growth with the exception of Leisure in FY’22. Overall leverage declined from Inspired Entertainment: FY’22 Summary

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Ardagh Group SA Summary Update FY’2022
March 22, 2023

Operating performance Ardagh’s revenue was up 19% to $9Bln FY’22, partially due to increased volumes, and mainly due to price from Ardagh Group SA Summary Update FY’2022

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Quick Take: Burford
March 17, 2023

Burford ‘s bonds took a hit over the past three days post the announcement that the SEC has required a from Quick Take: Burford

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Quick Take: Credit Suisse – what did I learn?
March 16, 2023

Credit Suisse or “Debit Suisse” as Fintwit likes to call it, has had a rough couple of days. Its’equity was from Quick Take: Credit Suisse – what did I learn?

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Ocado Group PLC
March 10, 2023

This document is provided for information purposes only. The information and analysis contained in this document were compiled or arrived at from Ocado Group PLC

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Domestic and General
February 28, 2023

Company Description Domestic and General (“D&G”) founded in 1912, started modern life as home TV insurance business in the 1950s. from Domestic and General

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Virgin Media o2

VMED’s JV with O2 brings scale, but also leverage. from Virgin Media o2

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TALK TALK

Can TalkTalk walk the talk? The telco and broadband provider has a lot to prove this year as it looks to turn around its fortunes. from TALK TALK

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Distressed debt ORPEA
February 9, 2023

any thoughts on ORPEA ?https://cbonds.com/bonds/416765/I noticed that some lenders will convert their bonds into equity. The bond look very cheap, from Distressed debt ORPEA

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Credit Market Daily #72
January 24, 2023

23-January-2022 Good Afternoon! Friday ended with equities up in Europe, Government Bonds Lower and Credit Indices flat. US stocks rallied from Credit Market Daily #72

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Credit Market Daily #71
January 20, 2023

20-January-2022 Good Afternoon! Thursday ended as it started with risk assets weaker across the board and there has been a from Credit Market Daily #71

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