In today’s briefing:
- EM Spreads – Weekly News & Views
- Lucror Analytics – Morning Views Asia
EM Spreads – Weekly News & Views
- U.S. Tariff Escalation: Credit Implications for Brazilian Companies in Our Coverage / MercadoLibre Achieves Full Investment Grade Status with S&P Upgrade / Pemex Eyes US$8bn from Mixed Contracts
- Initiating Coverage on Gerdau: IG Credit with US Exposure, Limited Spread Upside / Fitch Affirms Gerdau at BBB with Stable Outlook on Strong Fundamentals
- Vista 2Q25: Results Reinforce Overweight, But Cash Burn and Liquidity Weaken Buffer / US Reinforces Argentina’s Appeal in YPF Expropriation Case
Lucror Analytics – Morning Views Asia
- In today’s Morning Views publication we comment on developments of the following high yield issuers: Adani Energy Solutions, Vedanta Resources, JSW Steel
- UST yields declined on Friday, led by the front end, after Fed Governor Christopher Waller reiterated his case for a July rate cut and given lower-than-expected inflation projections in the University of Michigan survey.
- The yield on the 2Y UST and 10Y UST fell 4 bps to 3.87% and 4.42%, respectively. Equities were steady at record high levels, with the S&P 500 and Nasdaq flat at 6,297 and 20,896, respectively.
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