ITRX Japan CDSI s20 5Y Corp

Credit, Macro


Highlights

The presenter likes the present backdrop in Japan for a thematic credit short. He acknowledged that this trade “carried a lot of guys out on stretchers” last year, but given the timing and disconnects he sees in the market it appears as though the risk/ reward is favorable. To short Japanese credit, he is using the ITRX Japan CDSI s20 (trading ~75-76), an index comprised of 50 high yield names. He outlined the basis for his position and opinions, as well as sector- and company-specific shorts, as follows:

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.