Oddo BHF - Credit Morning 07/16/2020

Report

Oddo BHF

Carole Braudeau

Credit Morning 07/16/2020

Atlantia: Agreement struck with government is very favourable to Autostrade bondholders and to a less extent to Atlantia bondholders>...

16/07/2020 11 EN

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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Analysts

Carole Braudeau

Other Reports from Oddo BHF

Bruno Cavalier

Bruno Cavalier

Will fiscal laxity ever be punished by the markets?

The bond rally at the end of 2023 has largely corrected. Long-term interest rates have regained more than half of their decline over November and December. The main reason for their rise is the shift in monetary policy expectations against a backdrop of persistent inflation. The Fed's rate cuts have been postponed and reduced in scope. As a result, this will increase interest payments on federal debt. The state of public finances is a non-issue in an election year. No candidate w...

12h / 56m 12h / 56m 1 EN

Bruno Cavalier

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Le laxisme budgétaire sera-t-il un jour sanctionné par les marchés ?

Le rally obligataire de la fin 2023 s’est en large partie corrigé. Les taux d’intérêt à long terme ont retracé plus de la moitié de leur baisse sur novembre et décembre. Leur hausse a pour cause première le changement d’anticipations de la politique monétaire sur fond de persistance de l’inflation. Les baisses de taux de la Fed sont retardées et leur ampleur s’en trouve réduite. Cela va alourdir le service d’intérêt sur la dette fédérale. La situation des finances publiques est u...

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Carole Braudeau

Carole Braudeau

Credit Morning 04/25/2024

Atos: weak Q1 2024 results, need for fresh funds has already increasedVerisure launches a new term loan; new bonds to followVerallia: Q1 2024 logically weak but the recovery in demand is confirmedAngloAmerican Plc: Takeover offer from BHP Group for the entire share capital>...

14h / 2m 14h / 2m 1 EN

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Credit Morning 07/16/2020

Will fiscal laxity ever be punished by the markets?

Le laxisme budgétaire sera-t-il un jour sanctionné par les marchés ?

Credit Morning 04/25/2024

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