LatAm Weekly — Brazil rallies post-election, but CSN distress keeps things real

Excess Spread — Borrowing long, kind of Blue

The biggest trend in the past few years of credit markets has to be insurance capital, whether its fuelling CLO creation, private investment grade, private placements, related party capital for credit managers or just bidding up most of the bond market. American retirement is a booming business, and, as one credit manager told us this week, “if every other annuity provider could have a balance sheet like Athene, they would”.

European IG Wrap — France continues to weigh on activity

Asia weekly — Data center loans, a missed IPO, and a Q3 wrap

US IG Wrap — Chip financings line up ahead of Q3 earnings season

US IG Monthly — September

September was expected to be another record month for US investment-grade issuance, but volumes ultimately undershot forecasts.

European IG Monthly — September

Europe's investment-grade issuers piled into the market to raise $239.1bn in September — the third-busiest month of 2026 — as the post-summer reopening brought a wave of SSA and financial supply into some of the strongest demand of the year. This all unfolded against a backdrop of rising European government bond yields that really started to bite as the month came to an end.