Global Market Update: Corporate Credit in 2027 & Midterm Implications
October 1, 2026
In this webinar, CreditSights’ Winnie Cisar and Logan Miller are joined by BMI’s Ricky Chima to examine the forces shaping the 2027 US and European credit outlook, from persistent inflation and rising Treasury yields to energy risks and the US midterm elections. They explore the outlook for Fed and ECB policy, heavy bond supply, US fiscal pressures and the growing market impact of AI investment. The discussion also highlights opportunities across investment grade, high yield and leveraged loans. Watch for practical insights into where investors may find value, manage duration and position portfolios through a more volatile 2027 market environment.
Watch on YouTube:
Speakers:
Winnie Cisar, Global Head of Strategy at CreditSights
Logan Miller, Head of European Strategy, CreditSights
Ricky Chima, Global Economist, BMI
Timestamps:
00:00 – Introduction
03:50 – Can the US Economy Stay Resilient
11:34 – Fed Rate Hikes and Inflation Outlook
21:00 – Navigating Treasury Yields and Credit
28:37 – Europe’s 2027 Economic Outlook
34:43 – Europe’s Next Energy Shock
40:49 – Where European Credit Offers Value
45:00 – How US Midterms Could Move Markets
52:16 – AI Regulation and US Fiscal Risks
55:46 – Forecasting 2027 Credit Markets
59:13 – Audience Q&A
01:02:02 – Conclusion & Key Investment Takeaways
Related Resources:
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2Q26 Quarterly US Covenant Trends: Leveraged Loans and High Yield Bonds
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2Q26 Quarterly Covenant Trends: European Leveraged Loans & High Yield Bonds
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