Market Wraps

Each week we share our opinion about what’s happening in the markets. Here’s a sneaky peak at some of the analysis we’ve published in the past.

Market Wrap

Friday Workout - Fed Call; Retail needs Therapy; Kirsten Dumped

19 May 2022•18 min read

Carnival pays the price for missing the boat

18 May 2022•5 min read

Excess Spread - Sun sand and inflows (we hope), 1x is all you need

18 May 2022•11 min read

Novalpina secures UK Court injunction to block Ares’ potential sale of Laboratoire XO

16 May 2022•5 min read

LevFin Wrap - In LaLiga of their own

12 May 2022•11 min read

Friday Workout - Capital Punishment; Core-Minus; Cashing-out of Diebold

12 May 2022•18 min read

Excess Spread - Doom and gloom, time to get weird, Barca ahoy

11 May 2022•12 min read

High yield’s Bitcoin babies are in trouble

11 May 2022•4 min read

Sustainable Junk - April 2022 Wrap

9 May 2022•10 min read

LevFin Wrap - Thursday night football, Powell shoots for soft landing (9fin)

5 May 2022•10 min read

Friday Workout - Auditing the Auditors; Recounting our Blessings

5 May 2022•14 min read

Excess Spread - Cap costs, BTL battering, bruised not broken

4 May 2022•10 min read

Twitter - you can make me whole again

4 May 2022•6 min read

9Questions - Boris Okuliar, Co-Head of Global Liquid Credit, Ares Management

2 May 2022•5 min read

Friday Workout - Tweets, Beats, and Repeats; Rescissionary pressures; Getting forensic on Adler

28 April 2022•19 min read

LevFin Wrap - Primary parched despite Refresco refresher; Morrisons' struggle for Homes

28 April 2022•9 min read

Excess Spread — BTL pain, awards, free speech

27 April 2022•11 min read

Friday Workout Un Schur; Core-restates; VIC leaves Aggregate in bond mortar mire

21 April 2022•14 min read

LevFin Wrap - Elon tweets and Netflix chills

21 April 2022•10 min read

Leveraged loans - Inflation to split issuers in Q2 boom after muted Q1

20 April 2022•8 min read