US Securitization
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DeepSeek hasn't changed core of data center narrative, but some have more questions and hype is fading -
Pimco-backed Gilead lands tightest spread in sector since 2021 as investors take a shine to aircraft
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A 'moderate to manageable' level of supply should resume in March after the SFA's annual conference
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Annual short issuance break may be welcomed after a busy start to the year
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SFA CEO Michael Bright joined George Smith and Oliver West ahead of the huge conference, with a host of globally relevant topics on the table
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Standardized, granular rent rolls would help investors better assess data center risks
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All ABS deals from the lender's new shelf will share collateral, with first transaction to price later this week
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Duo to raise $895m between them before SFVegas but some investors want rarer names
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Approach differs from S&P, which sets the highest possible rating for a data center ABS at A+
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Although oversubscription levels are down, any widening in spreads should be moderate and most predict sideways moves
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The $880m transaction tightened its subordinate tranche substantially
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Investors expect tightening from 'fair generous' IPTs
