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On this week's "Know More. Risk Better." Podcast, CreditSights Senior Consumer Analyst, Jim Dunn, discusses his sector recommendation, spread tightening across IG and HY, new issuance expectations, and his top picks & pans.
Learn more here: https://hubs.li/Q01JFpKm0
We provide updated thoughts on the M&M sector following the recent bout of bank-driven volatility. Our team takes a constructive view due to strong commodity prices and appetite for quality metals.
Read more here: https://hubs.li/Q01Jw5xg0
Register now for the next Global Market Update. Winnie Cisar, Global Head of Strategy, and Zachary Griffiths, Senior Strategist, will discuss our 2Q23 Outlooks for the U.S. and European corporate credit markets.
Sign up here: https://hubs.li/Q01JmfJd0
On this week's "Know More. Risk Better." Podcast, CreditSights Senior Energy Analyst, Chas Johnston, CFA, discusses his outlook for 2023, including his sector recommendation, primary market expectations, and his top picks & pans.
Learn more here: https://hubs.li/Q01JlBq60
Meituan's profitability and cash flow generation improved in 4Q22, as we expected. We expect its credit profile to further improve in FY23, easing its fallen angel risk.
Read our updated analysis here: https://hubs.li/Q01Jl36l0
Our team analyzes the latest Fed bank borrowing data and concludes there are no real signs of broader liquidity stressors outside of a handful of VC-connected banks.
Read more here: https://hubs.li/Q01Jfg750
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