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Trump tariffs and oil slip dent Europe vs US credit decompression trades
6 years ago
Underperformance of US credit derivative indices at the end of last week has created a trading entry point for those still convinced that Europe has more problems. But bearish factors continue to coalesce on both sides of the Atlantic -
Market rout drives US/Europe credit convergence, as Brazil leads Latin widening
6 years ago
Credit spreads have sharply widened globally as financial markets are being rocked by concerns for a trade war and rising US rates. An equity-led rout in the US yesterday afternoon -
Going short IG against the ECB will eventually pay off
7 years ago
Chenavari’s Demian Brasil takes our credit quiz
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