Private credit: Is the Goldilocks period over for credit?
The system is not collapsing, but it is re-pricing risk and separating strong lenders from weak ones
Credit – 2022 all over again?
We see similarities between Iran today and Ukraine-Russia in 2022, but this time the sell-off is more orderly
Expect a record year for EUR corporate supply
We now forecast €485bn for 2026, a record high for EUR corporate supply
The acceleration in Reverse Yankee issuance may be providing some support for EUR/USD
Spreads are widening further and are expected to experience increased volatility due to the announced tariffs
Where's the credit?
Navigating Credit in 2025: Insights from 5 emerging trends
Credit Supply Outlook 2025: Our forecasts
Record-low Rhine levels are another warning that supply chains must adapt
Listen: Will US-Japan FX intervention be effective?
THINK Ahead: This is what’s really keeping central banks up at night
Six reasons credit spreads are set to stay tight
Credit Outlook 2024: Carry me home
Credit Supply Outlook: The Collection
