Refine Search
Article Categories
Strategy Tags
Geography Tags
-
Tui CDS holders could end up with more than they bargained for
9 years ago
Research suggests buying CDS on TUI as the deliverables will increase, not decrease -
SocGen's mean reversion model says buy protection on Senior Fin
9 years ago
Investors should consider buying protection on Markit iTraxx Europe Senior Financials index because the current index level is significantly over-valued on a mean reversion basis -
Switch into credit default swap sin US high yield, suggests Barclays
10 years ago
Barclays research highlights cash bond to CDS switches in the US high yield market. -
Get paid to be short through loan-CDS trades, suggests Barclays
10 years ago
Sabre, Rite Aid and iStar Financial top the list of credits where being long loans and short through credit default swaps generates a positive carry -
Go short weapons makers, suggest Barclays
10 years ago
Barclays points out that spreads on defence companies Raytheon and General Dynamic are close to their five-year tights, and suggests buying protection on them -
Go long United Utilities credit and short Eon, suggests BNP Paribas
10 years ago
Research from BNP Paribas suggests CDS trade as LBO premium is overhyped for UK water company -
US credit is cheap versus Europe, says Credit Suisse
10 years ago
Investment grade euro-denominated corporate bonds are now expensive on a relative value basis, says Credit Suisse. -
Banks offer widest positive basis plays, notes Credit Suisse
10 years ago
A large positive basis on Deustche Bank and Santander present a short-term basis opportunity, according to analysts at Credit Suisse. -
Discount IG bonds may tempt hedge funds back, says Morgan Stanley
10 years ago
A creature rarely spotted in the past years of spread-tightening reappears: the sub-par investment grade corporate bond -
RWE looks good for BNP despite underperforming CDS
10 years ago
BNP Paribas research suggests underperforming CDS of RWE is temporary and suggests going long against more cyclical names -
Ditch Spain for triple-B core non-financials says Credit Suisse
10 years ago
Credit Suisse research points to outperformance of core non-financial European notes and weakness in Spain. -
Lagging iTraxx S9 9-12% offers value, BNP Paribas says
10 years ago
Recent underperformance in investment grade mezz tranches offers a relative value opportunity says BNP Paribas -
Tranches offer relative value as European correlation soars
10 years ago
European correlation levels have remained stubbornly high compared to US counterparts -
Cash cash credit offers value as CDS correlation rises, says JP Morgan
10 years ago
Relative value investors should focus their attentions on cash bond markets rather than CDS, JP Morgan analysis suggests -
Steep Spanish bank curves suggest flattener, Credit Suisse says
10 years ago
Spanish bank two-five years curves are at the steepest level since 2009, making a curve flattening trade increasingly attractive, according to strategists at Credit Suisse. -
European triple B-rated credit still offers value, says Credit Suisse
11 years ago
Triple B-rated European credit is still a good buy for managers looking to beat their benchmarks, Credit Suisse says -
Put on European high yield flatteners, suggests Morgan Stanley
11 years ago
European high yield credit curves are too steep, says Morgan Stanley -
Go short “lo-vol”, says BofA Merrill
11 years ago
High quality investment grade credits will be the worst performers in Europe this year, says Bank of America Merrill Lynch -
Pick refi candidates to outperform in high yield, says Barclays
11 years ago
With US high yield trading below 6%, investors in this asset class will need to pick winners among the riskier names to outperform -
Short US credit and go long Europe. says JP Morgan
11 years ago
Following the recent correction in credit spreads European non-financial credits are trading too wide, says JP Morgan -
Buy the technical sell-off in European credit, says BofA Merrill
11 years ago
The sell-off of recent days in European credit is driven mainly by technicals, and is now overdone, says BofA Merrill Lynch -
French basis names are a buy with Europe set to outperform, BofA says
11 years ago
Investors should go long French names in CDS, which are trading wider than cash, and opt for Europe over the US, BoA says. -
Buy Volkswagen and Arrow credit and short their shares, says SG
11 years ago
Investors should go long CDS of Volkswagen and Allianz and short the equity -
Investor should dump UK senior fins for covereds, says Barclays
11 years ago
UK senior unsecured financials have outperformed their secured counterparts in recent days, offering an opportunity for investors to arbitrage the spread contraction, according to Barclays. -
Fishknife - Credit traders should learn to love obscurity
11 years ago
Profits should be easier to find now that traders are out of the spotlight
Want all the latest news, comment, analysis and data?