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Anthropic: Our Thoughts Pre S-1 Filing
Anthropic: Our Thoughts Pre S-1 Filing
US Insight: BSL Takeouts of Direct Loans: By the Numbers
US Insight: BSL Takeouts of Direct Loans: By the Numbers
Asia Credit Best Ideas: September 2026
Asia Credit Best Ideas: September 2026
Hyperscalers: Leases, Commitments & Backstops
Hyperscalers: Leases, Commitments & Backstops
Strategy: Post Summer Recess – Our Fall Watch List
Strategy: Post Summer Recess – Our Fall Watch List
US Chart of the Day: Payrolls Report – August 2026
US Chart of the Day: Payrolls Report – August 2026
US Private Credit Monthly: Direct lenders trafficked the non-sponsored market in August
US Private Credit Monthly: Direct lenders trafficked the non-sponsored market in August
Fraudulent Transfers: A Primer (2026 Edition)
Fraudulent Transfers: A Primer (2026 Edition)
U.S. Inv Grade Best Ideas: Sept. 2026
U.S. Inv Grade Best Ideas: Sept. 2026
Euro Financial Movers: Summer Slumbers
Euro Financial Movers: Summer Slumbers
Energy: Oil Companies Venturing into Venezuela
Energy: Oil Companies Venturing into Venezuela
US Bankruptcy: Hughes Satellite Systems judge to order examiner appointment to investigate dealings with parent EchoStar; scope of probe subject to further hearing
US Bankruptcy: Hughes Satellite Systems judge to order examiner appointment to investigate dealings with parent EchoStar; scope of probe subject to further hearing
Thames Water: Rowing Back On Thames?
Thames Water: Rowing Back On Thames?
NVDA: More Growth, More Commitments
NVDA: More Growth, More Commitments
Vista Land: Initiation (1/2) – Fundamental Views
Vista Land: Initiation (1/2) – Fundamental Views
10y Treasury Fair Value Model: August 2026
10y Treasury Fair Value Model: August 2026
Benelux Banks: 1H26 Themes & Relative Value
Benelux Banks: 1H26 Themes & Relative Value
US Special Situations: Cable One shelves latest capital raise effort, changes course amid nearing put deadline
US Special Situations: Cable One shelves latest capital raise effort, changes course amid nearing put deadline
US Bankruptcy: Braskem Idesa cleared to access $334mn in DIP financing, solicit creditors on plan to cut $920mn in debt
US Bankruptcy: Braskem Idesa cleared to access $334mn in DIP financing, solicit creditors on plan to cut $920mn in debt
EM Strategy: EUR Bond Valuations Aug-2026
EM Strategy: EUR Bond Valuations Aug-2026
2Q26 Datacenter Supply/Demand: DeepSeek to Claude