UBS is back at the center of the Swiss
Nike vs Adidas – Diverging Momentum, Different Credit Stories
Departement Recherche2026-09-15T11:20:38+02:00After several client requests, we revisited Nike and Adidas
Warsh at Jackson Hole – A Clearer, More Hawkish Fed
Departement Recherche2026-09-15T11:18:23+02:00In this flash report, we assess Kevin Warsh's first
Braskem / Braskem Idesa – Restructuring Advances, but Key Economics Remain Open
Departement Recherche2026-09-15T11:16:25+02:00Braskem's restructuring story has entered a new phase. In
DP World
Departement Recherche2026-09-15T11:11:19+02:00Our latest investment case looks at DP World, one
Hyperscalers Looking Beyond Headline Debt
Departement Recherche2026-09-15T11:08:23+02:00AI investment is making hyperscaler credit analysis increasingly complex,
Fed, Treasuries and the Long End
Departement Recherche2026-09-15T11:05:45+02:00The Treasury sell-off is no longer just a Fed
YPF SA
Departement Recherche2026-09-15T11:04:10+02:00YPF's credit story has changed materially. Vaca Muerta is
US Floating-Rate Notes – Attractive Income with Limited Duration
Departement Recherche2026-09-15T11:02:37+02:00Elevated short-term rates, persistent inflation risks and an uncertain
US TIPS – Real Yield is Back
Departement Recherche2026-08-11T09:21:43+02:00US TIPS are back on our radar. Real yields
