💥New Chapter 11 Bankruptcy Filing - IG Design Group Americas, Inc.💥

✍️ Maverick Special Report #5: Disconnected - Economic Policy Uncertainty & Corporate Bonds Spread (IG & HY)

while WE slept: USTs in the red; demand for higher TP behind selloff, buyer 10s, front end weighed Waller's (dovish) comments; (IG)bid / ask spreads widening

while WE slept: USTs cheapen, Gilt weakness, 7yr, 40bb IG issuance cited; 7yy 'dipORtunity'; a lowered but HIGHER 10yy f'cast

Top Links 400 Brazil's size, the pain of long COVID, IG Farben's empire & how Storm Shadow actually worked. : Great links, reading and images from Chartbook Newsletter by Adam Tooze

17 Feb 2023 Global Credit Wrap: Hawkish CBs, better data + sticky inflation pushing gov bond yields higher. Bumper IG flows + issuance. HY issuance slowed but new converts print. News on REITS. Bankruptcies continue march higher....

3 Feb 2023 - Global Credit Wrap: More greed than fear in markets, pricing power back to IG Corp issuers, Xover at 379bps, CCCs/REIT bonds are rallying, US Homebuilder strength, distressed update, Adani bonds, AI in FICC Trading...

Weekly Global Credit Wrap 2 Dec 2022: Yields lower, inflation readings lower, US IG spreads hit key level

IG Group Holding PLC-IGG.L: Deep Value UK Mid Cap Play