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Dexia and ING allowed to call subordinated debt
14 years ago
Good news for European financials comes as the European Community allowed both Dexia and ING call an upper tier-two and lower tier-two bond, respecitvely. -
UniCredit changes Telenor recommendation to overweight
14 years ago
UniCredit analysts change their recommendation for Telenor Group’s bonds to overweight in today’s research. -
Morgan Stanley lists likely outperforming companies
14 years ago
Morgan Stanley research posits a list of companies in both high-yield and investment grade with operating leverage and strong sales expectations. -
Buy protection on Wolters Kluwer, says BNP Paribas
14 years ago
BNP Paribas analysts recommend buying protection on Wolters Kluwer and hedging with either Reed Elsevier or BskyB. -
Long investment grade is a crowded trade, says JP Morgan
14 years ago
JP Morgan's high grade strategist Eric Beinstein says that almost all investors he has spoken to say they believe spreads are going to tighten further - even those with a bearish view on the economy -
Buy iTraxx Lo-Vol protection and sell SovX, says Goldman
14 years ago
Goldman Sachs strategists recommends buying protection on iTraxx Lo-Vol and selling protection on iTraxx SovX. -
Buy Imperial Tobacco's bond, says UniCredit
14 years ago
UniCredit analysts recommend a cash bond trade on Imperial Tobacco for their relative value trading idea. -
UniCredit suggests negative basis trades on Volvo
14 years ago
UniCredit suggests negative basis trades on Volvo -
Goldman Sachs recommends credit correlation trade
14 years ago
Asserting that credit correlation will take time to come down and is hence the last risk premium to normalise, Goldman Sachs strategists in their latest research make two trading recommendations. -
Roll early to grab Crossover positive skew, says Barcap
14 years ago
Looking forward to the iTraxx series 12 roll, Barclays Capital analysts argue that investors should focus on skew, liquidity, curves, and fundamentals in order to exit from series 11 and enter series 12 as profitably as possible. -
Beta compression will run further, says BoA/Merrill
14 years ago
Bank of America/Merrill Lynch credit research today argues that the beta compression has further to run. -
Go long Telenor and short TKA, recommends UniCredit
14 years ago
In expectation of Telenor’s spreads tightening, UniCredit recommends selling five-year protection on Telenor and buying protection on TKA. -
Goldman “pans” Rogers over competition risk
14 years ago
In last week’s issue of its Credit line credit strategy report, Goldman Sachs takes a negative view on Rogers Communications -
Buy into options smile, recommends Morgan Stanley
14 years ago
Declining demand for payer credit options (the right to buy protection) in recent weeks means that it is now cheaper to buy these options than at any time since the collapse of Lehman Brothers in absolute price terms, says Morgan Stanley -
Extend curve in long double-B bonds, says Barcap
14 years ago
Barclays Capital analysts recommend investors who are looking for additional beta to extend out the curve rather than moving lower in credit quality. -
UniCredit recommends buying Lloyds' tier-one
14 years ago
UniCredit analysts recommend buying Lloyds’ 4.385% perpetual bond maturing in 2017 at 52, and selling the bank’s 7.375% perpetual bond maturing in 2012 at 80. -
BNP Paribas recommends AIB compression play
14 years ago
BNP Paribas analysts point out the compression opportunity between Allied Irish’s five-year senior credit default swap and its subordinated CDS.
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