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Financials
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European Banks: Uncertain Future For AT1s
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U.S. Inv Grade Best Ideas: Dec 2025
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Selecta: Uptiering Lawsuit Raises Antitrust Arguments Against Cooperation Agreement and Aggressive LMT
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Market Alert: It’s Baaaaack – Anti-Cooperation Returns to BSL Syndication
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The Magnum Ice Cream Company: First Look
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Oracle: Updating Forecasts; Maintain M/P
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Market Alert: Kelvion’s Loan-Style “Snooze / Drag” Should be Rejected in the European High Yield Bond Market
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Private Credit: Off-Balance Sheet Liabilities
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BNP, Crédit Agricole & SocGen: Equity vs Credit
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APAC Banks: A Review/Forecast of Basel 4 Impact
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