Market View
03/04/2024

A Dialogue Around Some Topics

25/03/2024

Not Cracks but Idiosyncratic Risk

18/03/2024

Intrum - Part 2

04/03/2024

It is Continuing

12/02/2024

INTRUM and Friends: a Brief Look at Credit

05/02/2024

January in Details IG, HY and CLO

22/01/2024

Grifols

08/01/2024

2023 and 2024 ,the Year of Pivoting

18/12/2023

A safe Harbour?

11/12/2023

A Safe Carry for 2024? Maybe Not

19/11/2023

Stressed or Distressed

13/11/2023

Few Weeks Make a Difference

30/10/2023

The Numbers don’t Add Up

23/10/2023

Stick with the Right Strategies and Let Fantasies Fizzle Out

16/10/2023

Small Ideas After Last Week and What We are Going to Face

09/10/2023

A strange September or Some Short-Sighted Investors?

10/09/2023

What we Know and What we Don’t in this Beginning of September

06/08/2023

Wrong Narratives on Rates

23/07/2023

Ideas for Summertime

16/07/2023

Are we Really Surprised? Or Maybe….

09/07/2023

Altice, Again

25/06/2023

Unprecedented Times for Refinancing

18/06/2023

There is Always a (Right?) Rime for Being Bearish

11/06/2023

Keeping the Ideas Straight – Part. 2

04/06/2023

Keeping the Ideas Straight

21/05/2023

Still in the Spotlight: AT1

14/05/2023

Ideas in Springtime

07/05/2023

Considering Winds of Change

09/04/2023

Irrational Exuberance or Critical Reasoning

12/03/2023

CLO Equity: a Nice Spot?

06/02/2023

More of the Same

24/01/2023

Dreams Make Good Stories, but Everything Important Happens when We Are Awake (Dune)

19/12/2022

Consensual Trends Part 2

12/12/2022

A Cold Shower

28/11/2022

Few Simple Considerations at the End H2 2022

07/11/2022

Explaining the Expected that Provoked the Unexpected

24/10/2022

Market Evolution and “Considerations En Plein air”: An Update

10/10/2022

In Liz We Trust….Or Not?

12/09/2022

How Much of the Investors’ Nervousness Is Priced In?

08/08/2022

Maybe Too Fast

18/07/2022

Samuel Beckett…”..You Must Go On. I Can’t Go On. I’ll Go On” ( 1953 The Unnamable): UK Part2

04/07/2022

Pause, Think, Brace for Turbulence

06/06/2022

Some Considerations on Accepted Ideas

16/05/2022

Walking Dangerously on the Edge

11/04/2022

European Credit: Investing Wisely by Answering Four Questions

04/04/2022

The Sleeping Pill of Central Banks

14/03/2022

If the World Order Is Preserved: US Yield Curve Part 3 and a Point on the European Credit Market

21/02/2022

What Surprises Me?

07/02/2022

What Is Happening in Europe?

10/01/2022

When the Music Stops

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