Friday Workout - Flat curve conspiracy; Tesla-nomics; Bottlenecks and Reverse Bullwhips

IG Webinar recap — Transatlantic, and beyond

9Questions — Fokke Lucas, 17Capital — Achieving maximum value with NAV

LatAm Weekly — Aegea delays and causes panic

Breaking down Paramount and WBD’s massive $81bn combined debt stack

9fin | The pro forma debt stack for the combination of Paramount Skydance and Warner Bros. Discovery is going to be a complicated mess.

Taking the Credit — Fundraising numbers don’t lie

9fin | Ask anyone working in private credit about recent headlines, and you’ll likely get a chuckle, a grimace and the impression that some news coverage is more akin to ‘the boy who cried private credit crisis’ than reality.

Asia weekly — Bonds gain, issuance slows in holiday week