Byron Douglass, senior research analyst at Credit Derivatives Research, looks at a negative basis trade on Windstream Corp
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Issue 197 - August 18th
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Byron Douglass, senior research analyst at Credit Derivatives Research, looks at an outright long on AK Steel Corp
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Issue196 - August 4th
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Dave Klein, senior research analyst at Credit Derivatives Research, looks at a capital structure arbitrage trade on Valero Energy Corp
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Issue 195 - July 28th
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In the second article of a two-part series, Paul Hastings partners Charles Roberts, Conor Downey, Ron Lanning and Diego Shin discuss the new regulatory landscape in the US
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Issue 194 - July 21st
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In the first article of a two-part series, Paul Hastings partners Charles Roberts, Conor Downey, Ron Lanning and Diego Shin discuss the new regulatory landscape in Europe
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Issue 193 - July 14th
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Malay Bansal, md at NewOak Capital, suggests that credit rating agencies' activities should be separated into two distinct roles
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Issue 192 - July 7th
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Byron Douglass, senior research analyst at Credit Derivatives Research, looks at an outright short on Halliburton Company
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Issue 187 - June 2nd
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Byron Douglass, senior research analyst at Credit Derivatives Research, looks at an outright short on Louisiana-Pacific Corp
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Issue 186 - May 26th
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Tim Backshall, chief strategist at Credit Derivatives Research, looks at a HY-IG decompression pairs trade
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Issue 184 - May 12th
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Anne Horlait, credit analyst at S&P, explores what "CMBS 2.0" might look like in Europe's future commercial property markets
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Issue 183 - May 5th
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Byron Douglass, senior research analyst at CDR, looks at a long opportunity on AmerisourceBergen
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Issue 181 - April 21st
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In the second of this two-part series, Morgan Stanley credit derivatives strategists Sivan Mahadevan, Ashley Musfeldt and Phanikiran Naraparaju look at CDS basis opportunities in IG versus HY and US versus European names
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Issue 179 - April 7th
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In the first of this two-part series, Morgan Stanley credit derivatives strategists Sivan Mahadevan, Ashley Musfeldt and Phanikiran Naraparaju look at the evolution of the bond-CDS basis over time
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Issue 178 - March 31st
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Dave Klein, senior research analyst at Credit Derivatives Research, looks at an equity basket trade
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Issue 178 - March 31st
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Priya Balan, European ABS research analyst at Barclays Capital, explains why UK non-conforming RMBS residual pools may strengthen
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Issue 177 - March 24th
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Dave Klein, senior research analyst at Credit Derivatives Research, looks at an equity basket trade
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Issue 177 - March 24th
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John McElravey, senior analyst at Wells Fargo Securities, expects a more stable ABS market – albeit with structural changes adding uncertainty – to emerge post-TALF
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Issue 176 - March 17th
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Byron Douglass, senior research analyst at Credit Derivatives Research, looks at a capital structure arbitrage trade on Altria Group Inc
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Issue 176 - March 17th
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Byron Douglass, senior research analyst at Credit Derivatives Research, looks at an outright long volatility trade on Advanced Micro Systems Inc
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Issue 175 - March 10th
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Rishad Ahluwalia, executive director at JPMorgan, finds that while some narrowing of the CLO basis is warranted, uncertainty of fundamentals poses a problem for lower-rated positions
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Issue 174 - March 3rd
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Ying Shen, research analyst at Deutsche Bank, finds that policy designed to keep borrowers in their homes should be differentiated based on negative equity levels and differences in recourse
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Issue 173 - February 24th
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Dave Klein, senior research analyst at Credit Derivatives Research, looks at a long volatility trade on Fortune Brands Inc
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Issue 173 - February 24th
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Byron Douglass, senior research analyst at Credit Derivatives Research, looks at an outright long on Johnson Controls Inc
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Issue 172 - February 17th
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Michael Hampden-Turner, structured credit strategist at Citi, discusses the customisation options available via CLN structures
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Issue 171 - February 10th
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Byron Douglass, senior research analyst at Credit Derivatives Research, looks at a long Cooper, short Goodyear pairs trade
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Issue 170 - February 3rd
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Byron Douglass, senior research analyst at Credit Derivatives Research, looks at an outright long on Sealed Air Corp
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Issue 169 - January 27th
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Glenn Schultz, senior analyst at Wells Fargo Securities, LLC, argues that investors seeking to maintain portfolio yield while at the same time limiting extension risk should consider five-year average life PAC bonds collateralised by high-balance agency MBS
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Issue 168 - January 20th
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Byron Douglass, senior research analyst, looks at an outright long bond trade on Hasbro Inc
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Issue 168 - January 20th
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Byron Douglass, senior research analyst at Credit Derivatives Research, looks at an outright short on Anadarko Petroleum Corp
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Issue 167 - January 13th
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