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Strait of Hormuz

MidEast Corps: Fighting over the Strait of Hormuz

July 15, 2026

US Special Situations Outlook

US Special Sits: 2H2026 Outlook & 1H2026 Review

July 14, 2026

Bausch Health Drop Down Transaction

Bausch Health: Can BHC Execute a Drop Down Transaction to Refinance BHC First Lien Bonds?

July 10, 2026

EM IG Corporate Credit Outlook

EM IG Corporates: 2H26 Outlook and Sector Strategy

July 9, 2026

Serta: The Text Giveth, and the Text Taketh Away

July 9, 2026

Emerging Markets Outlook

Emerging Markets Outlook 2H 2026/1H 2027

July 9, 2026

Special Situations Research Highlights

June 2026 Special Situations Research Highlights

July 8, 2026

S. Korea & Japan: AI/Semiconductor Investment Push

July 8, 2026

Datacenter Oversupply View

Did META Affirm Our Datacenter Oversupply View?

July 7, 2026

2H26 Euro IG Sector Strategy Overview

July 3, 2026

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