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We understand why the NAIC is open to a new framework
21 days ago
The NAIC is right to tread carefully as it looks to protect its members from ratings arbitrage -
The markets are supporting high reset and refi volumes —but sometimes calls are a better option
1 month ago
Broadly syndicated loans and CLOs kicked off 2024 with a nice rally. As a result, we are seeing a resurgence of majority CLO equity holders exercising their rights to refinance, reset, or even call their CLOs. -
Points up front
2 months ago
Blame it on the Bad Bunny; End of an era -
Rates are moving lower, which makes CLO equity look better versus loans
2 months ago
The latest edition of The Last Tranche podcast talked to new Octagon CEO Gretchen Lam about triple A spreads, CLO redemptions and whether investing in third-party CLO equity makes sense again -
Despite CLO gloom in Europe and greater take up of private credit in the US, markets on both sides of the Atlantic are similar
7 months ago
I’ve just returned from a trip to London, my first since taking on the mantle of editing Creditflux, and was struck as always by how stubbornly far apart the European and the US markets remain. -
Fed members need to restore their credibility, which could translate into excessive tightening
8 months ago
Rising wages have boosted spending and GDP — but the party can’t last forever -
"If earnings weaken, equity and credit markets could enter a new phase in the sell-off"
1 year ago
High yield has outperformed equities since the sell-off this year, but that relationship could change -
It is unfair to extrapolate from one lemon on the lot that the whole fleet of cars is defective
3 years ago
As a barometer of Europcar credit risk before the credit event the CDS contract did a credible job
8 results found Showing page 1 of 1
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