John Atkins

It is a transitional name with a lot of support behind its plan.

It is a transitional name with a lot of support behind its plan.

I don't see much risk of a blow out in financial credit spreads any time soon. The balance of risk read more

I don't see much risk of a blow out in financial credit spreads any time soon. The balance of risk favors some widening but I expect only slight moderation in 2006.

Sentiment is somewhat ingrained now regarding bird flu, but there is not a sea change taking place. People suspect there read more

Sentiment is somewhat ingrained now regarding bird flu, but there is not a sea change taking place. People suspect there are risks on the horizon but not so material just yet.

You have to assume there will be more deals. That certainly would be a positive for credit quality in the read more

You have to assume there will be more deals. That certainly would be a positive for credit quality in the equipment space.

The tech sector should provide a nice hedge from broad-based (outward) spread pressure in 2006, especially in cyclical areas.

The tech sector should provide a nice hedge from broad-based (outward) spread pressure in 2006, especially in cyclical areas.