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Lawrence McDonald Profile picture
Lawrence McDonald
@Convertbond
NY Times Bestselling Author, pick up "When Markets Speak" on Amazon. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport

Apr 1, 2020, 5 tweets

Sovereign Credit Risk is on the rise, where are the opportunities?

We’re hosting a call with @ACGAnalytics at 2pm ET, inquiries here

thebeartrapsreport.com

Hosted a solid client call, meaningful takeaways covering political implications for oil prices, Saudi / Russia EM Credit risk and the IMF's heavy load.

*IEA SAYS OPEC+ 10M B/D CUT NOT ENOUGH TO STABILIZE OIL MARKET

Two sides to every story, one large reason why KSA and Russia have had enough. Bottom line, there are lots of debts and leverage on all sides - coupons to be paid. So far, pumping has been the only solution to fend off a large default cycle.

#SaudiArabia
#MBS
#Oil
#Shale

*RUSSIA IS READY TO CUT PRODUCTION BY 1.6M/BBL A DAY: TASS

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