European Leveraged Loans 2025 Year in Review: Market Technicals and Limited New Money Overshadow Covenant Concerns; Investors Focused on LME-related Terms

Pharma 2026 Outlook (1/2): Maintain Market Perform

Muni Outlook for 2026

U.S. Private Credit: 2026 Outlook & 2025 Review

U.S. Banks 2026 Outlook: Part 1, Regulation

US Insurance Outlook ’26: Life Sector Trends (1/4)

Energy Outlook I: Oversupply vs. Geopolitical Risks

U.S. Chemicals: Venezuela—Noise or Real Risk?

Health Insurance: Outlook 2026

US Strategy: A Year in Review 2025

European Banks: 2026 Outlook

Global Autos: 2026 Outlook (2/3) – US Picks & Pans

Global Autos: 2026 Outlook (1/3) – Fundamentals

US High-Yield Outlook 2026: More deal flow forecast with lower rates of return after three hot years

US Special Situations: DISH DBS bondholders start signing NDAs ahead of potential merger bid for DirecTV

European Liability Management 2025 Year in Review: European LMTs Have Landed

Emerging Markets 2026 Outlook

Transportation: 2026 Outlook & Relative Value

Chemicals 2026 Outlook: Fertilizers

European High Yield 2025 Year in Review: High Volume, High Flexibility as Refinancings Fuel Covenant Creep and New Money Deals Push Boundaries

Receive Our 2026 Outlooks

S&SEA & Middle East Corps: 2026 Outlook

Oracle: 10Q Cut | $248 Bn Lease Commits

European Banks: Uncertain Future For AT1s

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