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Huge CDS gap yawns between US and Europe, despite Fed intervention
5 years ago
Having crossed paths in a rare moment of compression on Monday, iTraxx Europe and its US counterpart CDX IG have since undergone one of their biggest moments of dislocation since the global financial crisis, as an emergency rate cut by the Federal Reserve failed to comfort investors about the impact of the coronavirus on the US economy -
Europe rallies hard after CDX IG closes tighter for first time since June
5 years ago
Volatility in credit remains heightened due to the coronavirus outbreak, but movement has become two-way, with European CDS indices surging tighter today after US index CDX IG ended yesterday’s session tighter than iTraxx Europe for the first time in nine months -
Credit traders’ kickstand: a year comes undone in a week as world faces coronavirus moment of truth
5 years ago
As the coronavirus outbreak reaches a 'decisive point', according to the World Health Organisation, one of most volatile weeks in recent memory has hauled credit spreads from their post-financial crisis tights to much wider levels last seen in the first half of 2019 and, in the case of emerging markets, more than a year ago. -
Portfolio managers wary of US default rates, IACPM survey reveals
5 years ago
Portfolio managers are more pessimistic about North American corporate defaults in the next 12 months than other global regions, according to the latest survey by the International Association of Credit Portfolio Managers -
Credit traders' kickstand: rally makes good on relative value plays, but high yield pitfalls abound
6 years ago
Credit markets are ending the week on a stronger tone overall than they did last Friday, following supportive comments this week from both the US Federal Reserve and the European Central Bank meeting. But big drops in some individual company bonds shows there are still plenty of pitfalls to catch out the unwary -
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 -
Axa IM holds €1.1 billion final close on European infrastructure debt fund
7 years ago
Axa Investment Managers – Real Assets (AXA IM) held a final close on its co-mingled pan-European infrastructure debt fund at over €1.1 billion, a spokesperson has confirmed -
Going short IG against the ECB will eventually pay off
7 years ago
Chenavari’s Demian Brasil takes our credit quiz -
Manager plans first post-crisis CLO backed by infrastructure assets
8 years ago
Barclays is marketing the first 2.0 infrastructure CLO, according to market sources
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