HALISTER1: DBRS Commentary: Peace Almost Achieved But Tax Reform Still Needed

DBRS Commentary: Peace Almost Achieved But Tax Reform Still Needed

Alert: HALISTER1
Source: DBR (Dominion Bond Rating Service)

Tickers
1153Z CB (Republic of Colombia)

People
Fergus McCormick (DBRS Inc)
Michael Heydt (DBRS Inc)

Topics
Fixed Income Research
Prov., Reg. Credit Research
Credit Analysis Research
Credit Research
Investment Research

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UUID: 7947283

HALISTER1: METRO INC. - DBRS Rating Report

METRO INC. - DBRS Rating Report

Alert: HALISTER1
Source: DBR (Dominion Bond Rating Service)

Tickers
MRU CN (Metro Inc)

People
Anil Passi (DBRS Ltd)
Benjamin Deutsch (Dominion Bond Rating Srvcs)

Topics
Fixed Income Research
Credit Analysis Research
Credit Research
Investment Research
Issuer Focused Research

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UUID: 7947283

HALISTER1: 4-Wk Bill Provides Much-Needed Supply in Thin Markets: Jefferies

4-Wk Bill Provides Much-Needed Supply in Thin Markets: Jefferies

(Bloomberg) -- Auction of $40b bills drew “strong, aggressive interest” from buyside because issue crosses both quarter-end and Oct. 14 implementation deadline for SEC’s money market reforms, Jefferies strategist Thomas Simons said in note.
  • Investors were willing to bid 9bp through the offering rate on the Fed’s O/N RRP facility given limited supply
  • Also, liquidity in front end is “extremely poor at the moment”
  • NOTE: Treasury sold $40b 4-week bills at 16bp vs 17.5bp 11:30am WI
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Thomas Simons (Jefferies LLC)

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UUID: 7947283

HALISTER1: ‘Yes’ Vote in Italy Referendum Would Be Good News, DBRS Says

‘Yes’ Vote in Italy Referendum Would Be Good News, DBRS Says

(Bloomberg) -- A “yes” vote at the Constitutional referendum would be a “game changer” for Italy as it would make it easier to pass the legislation through Congress and reduce the political party system’s fragmentation, according to Fergus McCormick, DBRS co-head of global sovereign ratings.
  • One of Italy’s main problems has been its inability to pass reform legislation quickly, McCormick says in interview in London
  • Referendum outcome remains unclear given high number of undecided voters; the economy is decelerating and some voters may use the vote to voice discontent
  • If referendum passes, it would be “very, very good news” as it has the potential to turn around sentiment and investor confidence
  • A “no” vote would lead to political instability and wouldn’t play in favor of growth, which is already low
    • Italy has a high number of NPLs, which compounds the problem of low growth
    • In the event of a “no” vote, DBRS wouldn’t take any “knee jerk” reaction; any Italy collapse unlikely as economy is still resilient
  • NOTE: Fitch sees risks to Italy rating from referendum while Moody’s says fewer reforms would put downward pressure on rating; see referendum roundup
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

Tickers
2103Z IM (Republic of Italy)

People
Fergus McCormick (DBRS Inc)

Topics
Italy Constitution Change

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UUID: 7947283