Weekly News – August 1

Venue fight in SDTX, Ardagh Rx gets done, Serta creditor on creditor violence continues, Saks LME recounted, and much, much more… 

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In this Week’s Creditor Corner

Venue fight in SDTX, Ardagh Rx gets done, Serta creditor on creditor violence continues, Saks LME recounted, and much, much more… 


Featured Content

Bruce Richard’s on the Markets:

The Tariff Rollercoaster

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Tweet Of The Week

playing it cool…

In the news

Venue fight in SDTX….

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Ardagh Restructuring Gets Done…

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Serta Creditor on Creditor Violence Continues…

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The full story of what happened in Saks…

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More analysis on AMC

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In the news

yup…

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In the news

Treasury market stress?

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Featured Content

The Tariff Rollercoaster


In Q1, imports surged 41.3% as businesses front-loaded purchases ahead of Trump’s tariffs, subtracting more than 5 percentage points from headline GDP growth, resulting in Q1 GDP to contract 0.5%.

Q2 saw the exact reverse: imports plunged 30.3% while exports fell only 1.8%, contributing over 5 percentage points to GDP growth, representing the largest 

trade contribution to GDP on record since 1947, enabling Q2 GDP to grow +3.0%.

The tariff rollercoaster is on exhibit with the huge spike in Q1 offset by the big plunge in Q2 (see chart below).

Net-net is that businesses simply drew down inventories built up in Q1, as GDP in the first half of 2025 slowed to +1.2 growth rate.

Volatility in trade should begin to settle down. In July, trade deals were announced with the EU, Japan, South Korea and 5 other Asian countries. Autos, apparel, metals, materials, machinery, however, the most interesting sectors to watch is Pharma: Pharmaceuticals currently have a “tariff holiday” from reciprocal tariffs, but separate pharmaceutical-specific tariffs are expected to be announced soon, potentially at rates of 25% or higher. The industry is in a temporary reprieve period while the administration prepares sector-specific tariffs justified on national security grounds.

August 1 has arrived; stiffer tariffs go into effect today for countries who have not negotiated deals. 

Happy August, Happy Friday

To follow Bruce’s thoughts on the markets, investing and more, follow

@bruce_markets

Exclusive Content

Earmarking is one to watch… 

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Our take:

If the proceeds of the spinco/LME/fraudcon were used to pay off lenders, you better be thinking about the earmarking defense… 

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DIP Lenders Beware…

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What we’re watching…

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What we’re watching…

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CMBS stress continues…

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The Data Download

Bringing Transparency to the Bankruptcy Process

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Our Take:

The Daily Cost of BK Legal fees Are Increasing.

Are we shocked? No.

We took a deep dive to see what is driving up the daily cost of restructurings and the culprit: Increasing Legal Hourly Rates. We analyzed final fee apps for top debtor law firms from 2018 to 2024 and found average hourly legal fees have increased by over 65% since 2018. Maybe a little bit of sunlight is the right disinfectant to help remedy the problem….

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