Research
The Official Covenant Review Plain English Leveraged Finance and Special Situations Glossary

The Official Covenant Review Plain English Leveraged Finance and Special Situations Glossary

April 10, 20261 min Read More
Share of Index Loans With Covenant Loopholes
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

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 More
Emerging Markets Outlook 2Q 2026

Emerging Markets Outlook 2Q 2026

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

US COTD: Fund Flows as of Apr 8, ’26 & ETF Podcast

April 9, 20261 min Read More
Oracle April 2026 Forecasts
Oracle: April 2026 Forecasts; Upgrade to O/P

Oracle: April 2026 Forecasts; Upgrade to O/P

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

US LL Quarterly: AI fears, Iran conflict disrupt loan market in Q1 after hot start

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

Worst, Better, Best: EBITDA Adjustments – The Scope of Projected Synergies

April 8, 20261 min Read More
Vista Land CFO Meeting Takeaways
Vista Land: 6 Takeaways from Meeting with CFO

Vista Land: 6 Takeaways from Meeting with CFO

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

GLP: “Window Guidance” & Thoughts on Recent Events

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

US IG & Lev Fin 2Q26 Outlook: TACO Trap

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

Asia Credit Best Ideas: April 2026

April 2, 20261 min Read More
CR TrendLines Topical Report: Software New-Issue BSL Covenant Terms: Until the Past 6 Months Looser than the Broader Market

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 More
Chinese Banks FY25 NIM Relief Asset Risks Linger
Chinese Banks FY25: NIM Relief, Asset Risks Linger

Chinese Banks FY25: NIM Relief, Asset Risks Linger

March 31, 20261 min Read More
Hybrids 101 A Primer
Hybrids 101 – A Primer

Hybrids 101 – A Primer

March 30, 20261 min Read More
LILAPR: Thoughts on Secured Lender Lawsuit

LILAPR: Thoughts on Secured Lender Lawsuit

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

CR TrendLines Topical Report: More Lender-Friendly Flex in March Pushed BSL Spreads Wider and Terms Tighter

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

US Bankruptcy: Multi-Color judge approves final DIP, but defers ruling on roll-up; kicks confirmation hearing to April13

March 27, 20261 min Read More
Establishing venue in Chapter 11
US Bankruptcy: A bank account, PO box, and shell companies–establishing venue in chapter 11, featuring Multi-Color – Issue Spotting

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 More
LMT Risk in the Software Sector
Market Alert: LMT Risk in the Software Sector

Market Alert: LMT Risk in the Software Sector

March 26, 20261 min Read More
DISH Network Initial Impressions on the RSA
DISH Network: Initial Impressions on the RSA

DISH Network: Initial Impressions on the RSA

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

U.S. Building Products – Stress Fractures?

March 25, 20261 min Read More
Effects of Natural Gas Hits on Mideast and SSEA Corporates
Mideast, SSEA Corps: Effects of Natural Gas Hits

Mideast, SSEA Corps: Effects of Natural Gas Hits

March 24, 20261 min Read More
Aircraft Lessors ME Conflict Fuel Shock
Aircraft Lessors: ME Conflict & Fuel Shock

Aircraft Lessors: ME Conflict & Fuel Shock

March 23, 20261 min Read More
Euro Bank AT1s: Cloudy Six-Month Call Windows

Euro Bank AT1s: Cloudy Six-Month Call Windows

March 19, 20261 min Read More
U.S. Banks: 4Q25 Private Credit & NDFI Exposures

U.S. Banks: 4Q25 Private Credit & NDFI Exposures

March 18, 20261 min Read More
Impacts of an Elongated Conflict
APAC Financials: Impacts of an Elongated Conflict

APAC Financials: Impacts of an Elongated Conflict

March 17, 20261 min Read More
Honeywell Aerospace (HONA) — Initiation Part 1

Honeywell Aerospace (HONA) — Initiation Part 1

March 16, 20261 min Read More
Caesars Fertitta
Caesars: Fertitta in Exclusive Talks to Buy CZR

Caesars: Fertitta in Exclusive Talks to Buy CZR

March 13, 20261 min Read More
Xerox: Can Xerox Structure Another JV LME with Lexmark IP under its Credit Agreement and Outstanding Bonds?

Xerox: Can Xerox Structure Another JV LME with Lexmark IP under its Credit Agreement and Outstanding Bonds?

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

INEOS Quattro – 4Q25/FY25 Call Key Takeaways

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

Energy: Iran Thoughts; Updating Price Deck

March 12, 20261 min Read More
4Q Datacenter Oversupply Update & Client Pushback

4Q Datacenter Oversupply Update & Client Pushback

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

Chemicals Weekly: Iran Shock Favors US

March 10, 20261 min Read More

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