Aerospace & Defense: 2026 Outlook & Relative Value

US Post Petition: 2026 Outlook & 2025 Review

U.S. Special Sits: 2026 Outlook & 2025 Review

Netflix: Higher WBD Bid Likely in Merger Matrix

APAC Financials: 2026 Outlook

Netflix & WBD: First Reactions to M&A Announcement

Altice International: Enormous Investments Capacity Comes Back to Bite

Optimum Communications: Welcome to the Scorched Earth Era of Anti-Cooperation

Hertz: SG Urges SCOTUS to Deny Cert

U.S. Inv Grade Best Ideas: Dec 2025

Fosun: Initiate at OP; Discipline Fuels Resilience

Altice USA/Optimum: The B-6 Domino Falls

2026 Euro & Sterling Outlook: Back to Basics

Selecta: Uptiering Lawsuit Raises Antitrust Arguments Against Cooperation Agreement and Aggressive LMT

Asia Credit: 2026 Outlook and Sector Strategy

2026 US IG & HY Sector Strategy Overview

Market Alert: It’s Baaaaack – Anti-Cooperation Returns to BSL Syndication

US Special Situations: Urban One – Transaction Snapshot

The Magnum Ice Cream Company: First Look

Oracle: Updating Forecasts; Maintain M/P

Rakuten 3Q25: Funding Gap Persists; Maintain U/P

Autos Mythbuster: Rear View Repos & the Road Ahead

Private Credit: Off-Balance Sheet Liabilities

BNP, Crédit Agricole & SocGen: Equity vs Credit

Technology: Hyperscaler Capex 2026 Estimates

Xerox: Cash Flow Projections and Recovery Analysis

Pressure in the Pipes: Funding Stress Q&A

Telefonica: 3Q25 & Capital Markets Disappointment

Survivors: A Comparison of Seazen, Longfor & Vanke

Meituan: New USD and CNH Bonds

US Aftermarket Auto Parts Sector Primer (Part 1)

US Corporates: Covid Bonds—Deleverage or Delay?