Calls
3
Maureen O'Connor
Global Head of High Grade Debt Syndicate, Wells Fargo
Win Rate
66.7%
return
-0.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 27
$55.92
+3.4%
Investment Grade (IG) credit spreads are diverging. While AI-exposed sectors are seeing spread pressure, non-cyclical sectors like Utilities, Pharma, and Energy are outperforming. In a wobble economy (wobbly credit/equity markets), capital flows to "defensive carry." Investors are seeking yield in sectors that are insulated from the software/AI volatility. LONG. High-quality, non-cyclical corporate debt offers safety relative to tech-heavy credit. A broad liquidity crunch widens spreads across all sectors simultaneously.
Investment Grade (IG) credit spreads are diverging. While AI-exposed sectors are seeing spread pressure, non-cyclical sectors like Utilities, Pharma, and Energy are outperforming. In a wobble economy (wobbly credit/equity markets), capital flows to "defensive carry." Investors are seeking yield in sectors that are insulated from the software/AI volatility. LONG. High-quality, non-cyclical corporate debt offers safety relative to tech-heavy credit. A broad liquidity crunch widens spreads across all sectors simultaneously.
Thematic ETFs
Long
Feb 27
$47.73
-5.4%
Investment Grade (IG) credit spreads are diverging. While AI-exposed sectors are seeing spread pressure, non-cyclical sectors like Utilities, Pharma, and Energy are outperforming. In a wobble economy (wobbly credit/equity markets), capital flows to "defensive carry." Investors are seeking yield in sectors that are insulated from the software/AI volatility. LONG. High-quality, non-cyclical corporate debt offers safety relative to tech-heavy credit. A broad liquidity crunch widens spreads across all sectors simultaneously.
Investment Grade (IG) credit spreads are diverging. While AI-exposed sectors are seeing spread pressure, non-cyclical sectors like Utilities, Pharma, and Energy are outperforming. In a wobble economy (wobbly credit/equity markets), capital flows to "defensive carry." Investors are seeking yield in sectors that are insulated from the software/AI volatility. LONG. High-quality, non-cyclical corporate debt offers safety relative to tech-heavy credit. A broad liquidity crunch widens spreads across all sectors simultaneously.
Thematic ETFs
Long
Feb 27
$160.20
+0.6%
Investment Grade (IG) credit spreads are diverging. While AI-exposed sectors are seeing spread pressure, non-cyclical sectors like Utilities, Pharma, and Energy are outperforming. In a wobble economy (wobbly credit/equity markets), capital flows to "defensive carry." Investors are seeking yield in sectors that are insulated from the software/AI volatility. LONG. High-quality, non-cyclical corporate debt offers safety relative to tech-heavy credit. A broad liquidity crunch widens spreads across all sectors simultaneously.
Investment Grade (IG) credit spreads are diverging. While AI-exposed sectors are seeing spread pressure, non-cyclical sectors like Utilities, Pharma, and Energy are outperforming. In a wobble economy (wobbly credit/equity markets), capital flows to "defensive carry." Investors are seeking yield in sectors that are insulated from the software/AI volatility. LONG. High-quality, non-cyclical corporate debt offers safety relative to tech-heavy credit. A broad liquidity crunch widens spreads across all sectors simultaneously.
Thematic ETFs
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Maureen O'Connor has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: XLE, XLV, XLU.
