Orix - Lending, Insurance, Aircraft & Ship Leasing, No Shortage Of Risks
The Japan financial conglomerate saw its returns down dramatically during the last crisis, even if not in loss as happened with many banks. This...
395 Views
SoftBank Group - Nothing Works
* Large Debt Levels: SoftBank Group (SoftBank) is a Death Star for credit markets, having greater than USD 250 bn in debt, commitments, and lease...
271 Views
QE6 – To Infinity and Beyond
Darkest Hour Ahead: The US is entering its darkest hour with the dumb college kids at spring break being the tipping point for community spread...
346 Views
Spike in Shorts on Consumer Discretionary and Staples - Fast Retailing, Shiseido, Kao, FamilyMart
The short notional in the market for the data released 10 March is US$24.94bn (up by US$1.92bn excluding FX movements) with the largest short...
294 Views
Risks In Leveraged Lending Have Skyrocketed - Watch For The Massive Offload
Oil Weakness To Spur Increased Risk to Leveraged Loan Markets:In light of oil prices declining 21% over the day as a result of the strained...
319 Views