Month: September 2021

This week, we provide our thoughts on funding deadlines and a possible default, surprising and unsurprising concerns leading the most recent Bank of America survey, and global energy supply and demand dislocations.

This week, we provide our thoughts on the global implications of Evergrande’s potential crash, post-recessionary level lows in spreads, and improvements for investment-grade industrials.

This week, we issue a mea culpa for an incorrect assessment we made on M&A (as all credible analysts have to do from time to time).