
The Official Covenant Review Plain English Leveraged Finance and Special Situations Glossary
April 10, 20261 min
Read MoreThe Official Covenant Review Plain English Leveraged Finance and Special Situations Glossary

TrendLines Topical Report: Lens on Loopholes Q1’26 Update: Share of Index Loans With J.Crew/Serta/Chewy (Full & Qualified)/Envision/Pick-Your-Poison Loopholes
April 10, 20261 min
Read MoreTrendLines Topical Report: Lens on Loopholes Q1’26 Update: Share of Index Loans With J.Crew/Serta/Chewy (Full & Qualified)/Envision/Pick-Your-Poison Loopholes

Emerging Markets Outlook 2Q 2026
April 9, 20261 min
Read MoreEmerging Markets Outlook 2Q 2026

US COTD: Fund Flows as of Apr 8, ’26 & ETF Podcast
April 9, 20261 min
Read MoreUS COTD: Fund Flows as of Apr 8, ’26 & ETF Podcast

Oracle: April 2026 Forecasts; Upgrade to O/P
April 8, 20261 min
Read MoreOracle: April 2026 Forecasts; Upgrade to O/P

US LL Quarterly: AI fears, Iran conflict disrupt loan market in Q1 after hot start
April 8, 20261 min
Read MoreUS LL Quarterly: AI fears, Iran conflict disrupt loan market in Q1 after hot start

Worst, Better, Best: EBITDA Adjustments – The Scope of Projected Synergies
April 8, 20261 min
Read MoreWorst, Better, Best: EBITDA Adjustments – The Scope of Projected Synergies

Vista Land: 6 Takeaways from Meeting with CFO
April 2, 20261 min
Read MoreVista Land: 6 Takeaways from Meeting with CFO

GLP: “Window Guidance” & Thoughts on Recent Events
April 2, 20261 min
Read MoreGLP: “Window Guidance” & Thoughts on Recent Events

US IG & Lev Fin 2Q26 Outlook: TACO Trap
April 2, 20261 min
Read MoreUS IG & Lev Fin 2Q26 Outlook: TACO Trap

Asia Credit Best Ideas: April 2026
April 2, 20261 min
Read MoreAsia Credit Best Ideas: April 2026

CR TrendLines Topical Report: Software New-Issue BSL Covenant Terms: Until the Past 6 Months Looser than the Broader Market
April 1, 20261 min
Read MoreCR TrendLines Topical Report: Software New-Issue BSL Covenant Terms: Until the Past 6 Months Looser than the Broader Market

Chinese Banks FY25: NIM Relief, Asset Risks Linger
March 31, 20261 min
Read MoreChinese Banks FY25: NIM Relief, Asset Risks Linger

Hybrids 101 – A Primer
March 30, 20261 min
Read MoreHybrids 101 – A Primer

LILAPR: Thoughts on Secured Lender Lawsuit
March 27, 20261 min
Read MoreLILAPR: Thoughts on Secured Lender Lawsuit

CR TrendLines Topical Report: More Lender-Friendly Flex in March Pushed BSL Spreads Wider and Terms Tighter
March 27, 20261 min
Read MoreCR TrendLines Topical Report: More Lender-Friendly Flex in March Pushed BSL Spreads Wider and Terms Tighter

US Bankruptcy: Multi-Color judge approves final DIP, but defers ruling on roll-up; kicks confirmation hearing to April13
March 27, 20261 min
Read MoreUS Bankruptcy: Multi-Color judge approves final DIP, but defers ruling on roll-up; kicks confirmation hearing to April13

US Bankruptcy: A bank account, PO box, and shell companies–establishing venue in chapter 11, featuring Multi-Color – Issue Spotting
March 26, 20261 min
Read MoreUS Bankruptcy: A bank account, PO box, and shell companies–establishing venue in chapter 11, featuring Multi-Color – Issue Spotting

Market Alert: LMT Risk in the Software Sector
March 26, 20261 min
Read MoreMarket Alert: LMT Risk in the Software Sector

DISH Network: Initial Impressions on the RSA
March 25, 20261 min
Read MoreDISH Network: Initial Impressions on the RSA

U.S. Building Products – Stress Fractures?
March 25, 20261 min
Read MoreU.S. Building Products – Stress Fractures?

Mideast, SSEA Corps: Effects of Natural Gas Hits
March 24, 20261 min
Read MoreMideast, SSEA Corps: Effects of Natural Gas Hits

Aircraft Lessors: ME Conflict & Fuel Shock
March 23, 20261 min
Read MoreAircraft Lessors: ME Conflict & Fuel Shock

Euro Bank AT1s: Cloudy Six-Month Call Windows
March 19, 20261 min
Read MoreEuro Bank AT1s: Cloudy Six-Month Call Windows

U.S. Banks: 4Q25 Private Credit & NDFI Exposures
March 18, 20261 min
Read MoreU.S. Banks: 4Q25 Private Credit & NDFI Exposures

APAC Financials: Impacts of an Elongated Conflict
March 17, 20261 min
Read MoreAPAC Financials: Impacts of an Elongated Conflict

Honeywell Aerospace (HONA) — Initiation Part 1
March 16, 20261 min
Read MoreHoneywell Aerospace (HONA) — Initiation Part 1

Caesars: Fertitta in Exclusive Talks to Buy CZR
March 13, 20261 min
Read MoreCaesars: Fertitta in Exclusive Talks to Buy CZR

Xerox: Can Xerox Structure Another JV LME with Lexmark IP under its Credit Agreement and Outstanding Bonds?
March 12, 20261 min
Read MoreXerox: Can Xerox Structure Another JV LME with Lexmark IP under its Credit Agreement and Outstanding Bonds?

INEOS Quattro – 4Q25/FY25 Call Key Takeaways
March 12, 20261 min
Read MoreINEOS Quattro – 4Q25/FY25 Call Key Takeaways

Energy: Iran Thoughts; Updating Price Deck
March 12, 20261 min
Read MoreEnergy: Iran Thoughts; Updating Price Deck

4Q Datacenter Oversupply Update & Client Pushback
March 10, 20261 min
Read More4Q Datacenter Oversupply Update & Client Pushback

Chemicals Weekly: Iran Shock Favors US
March 10, 20261 min
Read MoreChemicals Weekly: Iran Shock Favors US