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Sodexo (SWFP; Baa1 Neg/BBB+/BBB+) is reportedly eyeing Aramark (Ba3 Pos/BB) (€17b) follow up

CONSUMER CYCLICALS

Not much conviction; ARMK +2.6%.We hope it closes so we get some Sodexo supply - bonds locked away currently. $ARMK 28s has moved +1pt on it.

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Not much conviction; ARMK +2.6%.We hope it closes so we get some Sodexo supply - bonds locked away currently. $ARMK 28s has moved +1pt on it.