Thames Water: Rowing Back On Thames?

NVDA: More Growth, More Commitments

Vista Land: Initiation (1/2) – Fundamental Views

10y Treasury Fair Value Model: August 2026

Benelux Banks: 1H26 Themes & Relative Value

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

EM Strategy: EUR Bond Valuations Aug-2026

2Q26 Datacenter Supply/Demand: DeepSeek to Claude

US IG Sector Rel Val Monitor: August 2026

Datacenters: Updated Natural Gas Demand Model

Alphabet: Inaugural 3/5/10/20Y AUD Bonds

MPT 2Q26: Secured Refinancing | Rec Rerack

EMEA Insight: Rated feeders offer a road into European direct lending with lighter capital burden

European Liability Management: Double-O Dropdown, Aston Martin Primes the Bonds Again

US Bankruptcy: Trinseo, excluded lenders square off in confirmation opening arguments

US Special Situations: Getty Images bonds swoon as cash burn intensifies, liquidity weakens in Q2’26

Are Investors Really Full on Hyperscaler Debt?

Asia Credit Best Ideas: August 2026

SoftBank F1Q26: Arm’s in the Air

US CLO Weekly: BSL CLO new issuance rises to $3.7bn with Triple As 121-131bps as refinancings decline

US Private Credit Monthly: PC-to-BSL moves hit exodus levels in July

EMEA SS Monthly: Controversial deals, priming moves, furious creditors, and debt-for-equity swaps punctuate July

Euro Strategy: IG Curve Recs & Tactical Trades

SPCX 2Q26: Long time Listener, First time Caller

S&SEA and GCC Corporates: 2H26 Outlook

July 2026 Special Situations Research Highlights

US Special Situations: US Renal Care looks to unwind asset strip move from 2023 LME in latest refi plan – Report

Telefonica 2Q26: Spain and Brazil a Winning Pair

DISH / ECHO: AT&T Close, Bonds Repaid & HSS May File

AI Quarterly 2Q26: Technical Difficulties

Korean Banks 1H26: Strong So Far, Momentum Fading?