HALISTER: Citadel’s Microsoft Hire Shows Tech Metamorphosis at Hedge Funds

Citadel’s Microsoft Hire Shows Tech Metamorphosis at Hedge Funds

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
MSFT US (Microsoft Corp)
578298Z US (Citadel LLC)

People
Alan Guarino (Korn/Ferry International)
Alfred Spector (Two Sigma Investments LP)
Brian Turner (Microsoft Corp)
Douglas Haynes (Point72 Asset Management LP)
Elon Musk (Tesla Motors Inc)

Topics
Management Changes

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UUID: 7947283

HALISTER1: OneMain Direct Auto Receivables Trust 2016-1 - DBRS Presale Report

OneMain Direct Auto Receivables Trust 2016-1 - DBRS Presale Report

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

People
Chris O'Connell (DBRS Inc)
Christopher D'Onofrio (DBRS Inc)
Maxim Berger (DBRS Inc)

Topics
Fixed Income Research
Reports
Credit Analysis Research
Credit Research
Investment Research

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UUID: 7947283

HALISTER1: Canadian Natural Resources Limited - DBRS Rating Report

Canadian Natural Resources Limited - DBRS Rating Report

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

Tickers
CNQ CN (Canadian Natural Resources Ltd)

People
Jordan Kremblewski (DBRS Inc)

Topics
Fixed Income Research
Industry & Sector Research
Credit Analysis Research
Credit Research
Investment Research

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UUID: 7947283

HALISTER1: Bet on Steeper Mexico, Colombia Curves, Buy Peru 2055 Debt: BofA

Bet on Steeper Mexico, Colombia Curves, Buy Peru 2055 Debt: BofA

(Bloomberg) -- “Slopes have flattened significantly in Mexico and Colombia, and risks are now biased toward steeper curves,” Bank of America Merrill Lynch strategist Ezequiel Aguirre said in an e-mailed report.
  • Recommends betting on Mexico curve steepening given stretched levels relative vs. US, supply risks, high foreign holdings and budget deficit concerns; buy Mbono 2024s and sell Mbono 2042s targeting 90 bps spread
  • Recommends bond steepeners in Colombia given tightening cycle at or near end; sees stretched levels plus oil price and tax reform risks; buy Coltes 2022s and sell Coltes 2030s targeting 90 bps spread
  • Buy long-term bonds in Peru given declining inflation, strong economic growth and a stable exchange rate; buy Soberano 2055 currency-unhedged, targeting 6%
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Ezequiel Aguirre (Bank of America Corp)

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UUID: 7947283