DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels
DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels In the current interest rate environment, we...
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A.P. Moller - Maersk – Credit Outlook: Stable | Bond Valuation: Neutral
We are pleased to announce the launch of our credit research on the global maritime sector. Launching with a coverage of the listed bonds of the...
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Container Shipping - Spot Rates Now Filtering into Contract Rates, Indicating Big Positive Reversal
Container Shipping - Spot Rates Now Filtering into Contract Rates, Indicating a Big Positive ReversalIn our last...
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Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index “made a new high” and after new highs again this...
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Fragmented Terror Threat
 Bill Udell and Jonathan Wood talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
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