HALISTER: Albertsons Said Exploring Bid for Grocer Whole Foods: FT

Albertsons Said Exploring Bid for Grocer Whole Foods: FT

(Bloomberg) -- FT cites two unidentified people familiar.
  • Cerberus Capital, which backs Albertsons, had preliminary talks with bankers on bid for WFM: one person familiar
    • No formal bid yet made
  • WFM hired Evercore to advise on strategic review, which could include exploring sale: one person
  • Previously-reported talks between Albertsons, Sprouts Farmers Market haven’t proceeded: one person
    • Whole Foods shares spike as much as 3.4%; Sprouts Farmers shares quickly drop to session low, down as much as 7.7%, after FT report; Kroger shares tick up slightly
  • Evercore and Albertsons declined to comment to FT; Cerberus and Whole Foods did not immediately return request for comment
  • NOTE: March 20, Albertsons Said to Weigh Merger With Organic Grocer Sprouts 

Alert: HALISTER
Source: BFW (Bloomberg First Word)

Tickers
ABS US (Albertsons Cos Inc)
WFM US (Whole Foods Market Inc)
137482Z US (Cerberus Capital Management LP)

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UUID: 7947283

HALISTER: Evercore’s Weinberg Sees ‘Much More’ Volatility in Geopolitics

Evercore’s Weinberg Sees ‘Much More’ Volatility in Geopolitics

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
EVR US (Evercore Partners Inc)
GS US (Goldman Sachs Group Inc/The)

People
Donald Trump (United States of America)
John Weinberg (Evercore Partners Inc)
Emmanuel MacRon (French Republic)
Marine Le Pen (Natl Front Party)

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UUID: 7947283

HALISTER1: RESEARCH ROUNDUP: Government Shutdown Poses Bullish UST Risk

RESEARCH ROUNDUP: Government Shutdown Poses Bullish UST Risk

(Bloomberg) -- Near-term positioning views on USTs are in broad agreement that the prospect of a U.S. government shutdown at the end of this week could drive gains; positioning and global output momentum also are bullish, offsetting bearish influence of Fed rate path and pro-growth fiscal policy agenda.
  • JPMorgan (strategists led by Jay Barry)
    • Was stopped out of short position in 5Y and 2s5s steepener during last week’s rally; turned neutral on duration
    • “We still think the fundamental backdrop remains supportive of higher yields, but we await more clarity over international and domestic political events before re-entering short duration positions”
    • There is “heightened sensitivity” about possibility of a U.S. government shutdown, which would temper optimism about pro-growth policy achievements; as the April 28 deadline approaches “political uncertainty could further depress Treasury yields”
  • Deutsche Bank (strategists led by Dominic Konstam)
    • G3 yield momentum suggests bear market “may be over”
    • Yield momentum -- the change in the year vs the previous year -- will rise to new peaks in June if yields stay where they are, though it “should be going in the opposite direction” based on global output momentum
    • It’s not unreasonable to expect a 50bp drop in G3 yields after yield momentum peaks
    • This “increases the importance of progress” on Trump agenda; failure to pass tax reform and/or fiscal stimulus “accentuates tail risks that yields could decline back into the pre-election range”
    • Bear market in G3 yields “was never that strong” as it “failed to break the long run decline in global yields”; if it is over, “the bull market may never have noticed”
    • To hedge scenario “in which declining output momentum ultimately allows a significant decline in yields later this year,” Deutsche Bank recommends contingent curve caps or receiver strike flies
  • Citi (strategists led by Jabaz Mathai)
    • UST 2y-5y yields are at levels “that can only be justified longer term in an adverse economic outlook”
    • French elections have been a factor, but bigger driver “has been the ongoing soft patch in the data,” including retail sales and CPI
    • Shorting the front end “might work in a tactical sense”; however, “offside short positioning cast doubt” on it as a viable trade
    • Leveraged funds remain record net short in eurodollar futures; this could set in motion “a perfect recalibration storm in rates” comparable to the the flash rally of October 2014
    • “There may or may not be a one-off capitulation event in eurodollars,” though “positioning needs to be cleaner before rates back up from current levels”
  • TD Securities (Priya Misra and Gennadiy Goldberg)
    • Fade the decline in short-term yields; weak March CPI and retail sales don’t signal “the start of a new trend,” and market is underpricing Fed rate hikes
    • 1m5y payer spread recommended “as a limited downside way to position for higher rates driven by a repricing of Fed policy”
    • 10Y term premium unlikely to rise much until “signs of real progress” on tax reform are seen
    • A government shutdown would spur market to further downgrade odds of tax reform, which “could push Treasury yields lower in the near term”
  • Barclays (strategists led by Rajiv Setia)
    • Maintain 3s10s flatteners (previously recommended) given that Fed speak remains hawkish
    • Maintain U.S.-U.K. 10Y convergence trade amid potential for a stronger U.K. Conservative majority and reduced Brexit risks
    • In RV, maintain short OTR 30s vs double old 30s as liquidity premium remains too high

Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Dominic Konstam (Deutsche Bank AG)
Gennadiy Goldberg (TD Securities USA LLC)
Jabaz Mathai (Citigroup Inc)
Jay Barry (JPMorgan Chase & Co)
Priya Misra (TD Securities USA LLC)

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UUID: 7947283

HALISTER1: DBRS: Business and Financial Risk Assessments - Scorecard for Merchandisers

DBRS: Business and Financial Risk Assessments - Scorecard for Merchandisers

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

Tickers
CTC/A CN (Canadian Tire Corp Ltd)
COST US (Costco Wholesale Corp)
EMP/A CN (Empire Co Ltd)
0859777D CN (Federated Co-Operatives Ltd)
HD US (Home Depot Inc/The)

People
Anil Passi (DBRS Ltd)
Michael Goldberg (DBRS Ltd)

Topics
Credit Analysis Research
Credit Research
Fixed Income Research
Investment Research

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UUID: 7947283