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