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GE/GECC: Restructuring Specialist on Board

Worth Watching: 10 Dec 2018, 6:58 PM ET - GE/GECC (Baa1/BBB+/BBB+) announced that board member John Brennan, after six years of service, will be replaced by Paula Rosput Reynolds. The news of Brennan's retirement does not come as a surprise, as this event has been brewing since March, ..

European IG & Crossover Annual Conference TODAY

Announcement: 06 Dec 2018, 10:03 PM ET - Today is our European IG & Crossover Annual Conference in London.

IG & Crossover Euro Conference this Friday

Announcement: 03 Dec 2018, 9:02 PM ET - There are only a few days remaining to register for our IG & Crossover European Annual Conference in London this Friday.

November 2018 US Company Recommendation Changes

US Company Recommendation Changes: 02 Dec 2018, 9:51 PM ET - Our monthly report provides executive summaries for the forty company recommendation changes made on North American companies during the month of November.

GE CSR: Charting the Fall of a Titan

Risk Product Analysis: 27 Nov 2018, 9:02 PM ET - We illustrate the key developments in GE's rapid descent from low-AA to high-BBB through the lens of our quantitative credit risk models.
Focused

GE/GECC: First Signs of a Public Pushback?

Worth Watching: 27 Nov 2018, 12:02 AM ET - GE/GECC (Baa1/BBB+/BBB+) showed the first, albeit small, sign of pushing back on the public narrative, posting a release on GECAS' helicopter finance unit (Milestone Aviation). The move seems to come in response to an equity report this morning ..

U.S. Insurance: $11+bn in Total GE Exposure

Sector Analysis: 26 Nov 2018, 5:14 AM ET - In this note we highlight U.S. insurer exposure to GE. AIG, State Farm, GE’s own insurance operation, Aegon, Lincoln Financial, Aflac, and Prudential are all in the top-10.
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GE/GECC: The Abyss Stares Back

Company Analysis: 25 Nov 2018, 11:26 PM ET - In this report we share our GE trading observations from last week, discuss topics arising from our numerous client interactions, and briefly run through the news flow.

US IG Chart of the Day: 15 Best / Worst November

Strategy Analysis: 16 Nov 2018, 9:29 AM ET - For today's chart of the day we look at mid-month performance of the 15 best and worst performing issuers on a duration adjusted level for the US IG ICE BofAML index. We also calc PCG and GE's contribution to the loss. 
Focused

GE: HOLD (Don't Catch) the Falling Knife

Company Analysis: 16 Nov 2018, 12:53 AM ET - In this report we address many of the most salient questions coming from of our client base and take our recommendation on GE to a Hold.

BHGE: Accelerating GE's Exit with $1.5 bn Buyback

Company Analysis: 14 Nov 2018, 4:17 AM ET - Baker Hughes a GE Company and GE announced an accelerated monetization of GE’s ownership of BHGE.  BHGE will purchase $1.5 bn of its stock from GE and GE will conduct a secondary offering of 92 mn shares of BHGE (9.2 mn share greenshoe).
Focused

GE: 3Q18 | Haunted Past, “A” Fixable Future?

Earnings Note: 31 Oct 2018, 12:04 AM ET - GE’s quarterly results were underwhelming, as was expected, but at least unsecured and preferred holders saw the common dividend cut to a token penny with the commitment to deleveraging the balance sheet reiterated.

US Strategy: What to Watch for on 3Q Earning Calls

Strategy Analysis: 11 Oct 2018, 4:37 AM ET - We surveyed our analyst teams for key sector level issues they will be paying close attention to with upcoming third quarter earnings calls beyond the typical sales, margins and earnings guidance. 

US IG Chart of the Day: Largest Issuer Curves

Strategy Analysis: 03 Oct 2018, 10:33 AM ET - Comcast's mega-deal this week prompted us to take a look at the spread curve for the largest issuers in the IG Index. T, GM, and Pemex have the steepest curves, while the A-rated names have much flatter structures. 

GE: Another Management Shake-up

Worth Watching: 01 Oct 2018, 9:37 PM ET - GE (A2/A▼/A▼) shocked the market with news that, just after a year at the helm, John Flannery would be replaced by Lawrence Culp as Chairman and CEO. GE's stock continued its slide under Flannery's watch and speculation was that the board was g ..

Specialty Finance: Barclays Conference Notes

Sector Analysis: 17 Sep 2018, 5:03 AM ET - We provide presentation write-ups for the slew of specialty finance companies represented at the Barclays 2018 Global Financial Services Conference this week; Ally, AmEx, CIT, Discover, iStar, and Navient.

Register Now: 2018 Global Financials Seminars

Announcement: 10 Sep 2018, 9:51 PM ET - Register for our upcoming fifth annual Global Financials Seminars.

US IG Chart of the Day: The 50 Most Traded Names

Strategy Analysis: 09 Aug 2018, 9:05 AM ET - With declining market liquidity another hot topic, today we look at which names are most often traded. 

Interplay Between US Banks & Fed's Balance Sheet

Sector Analysis: 08 Aug 2018, 5:36 AM ET - In this note, we discuss the impacts of the Fed's balance sheet unwind on banks. We expect that U.S. banks will become the "natural buyers" of U.S. Treasuries not bought by the Fed, offsetting the impact on rates.

Industrials 2Q18 Review: Tariffs Tame for Now

Sector Analysis: 07 Aug 2018, 4:43 AM ET - It was a strong 2Q18 earnings season for our Industrial credits. We share the salient takeaways and touch on hot button topics such as end-market trends, tariffs and event risk.

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