“There is much uncertainty,” Patrick Luby, senior municipal strategist at CreditSights Inc. put it to me in an email. “Will bosses really allow more WFH? Will employees really take advantage, or if…
Read More
“The increase in Texas revenue estimates is consistent with what we’ve seen in other states and with the national economic improvement,” said John Ceffalio, senior municipal research analyst at CreditSights Inc.
“The market has been open like crazy for airlines,” said Roger King, a senior analyst at CreditSights. “They have issued debt right and left, and they have less pressure on liquidity.”
“There’s a healthy dose of skepticism that they make the right choices,” said John Ceffalio, senior municipal research analyst for CreditSights Inc. “The state historically has made a lot of bad decisions….
From an immediate impact on leverage perspective, we don’t necessarily see this as a big deleveraging move by GE, and the insurance liabilities do remain as a reminder of past…
“It’s particularly impressive here that it’s the same number one ranked manager for competitive and negotiated” sales, said Patrick Luby, a municipal debt strategist with CreditSights. “That suggests a strong commitment…
But for generators whose plants shut down due to frozen instruments, limited natural gas supplies or icing, losses could be substantial. Similarly, retail electricity providers unable to fulfill their commitment…
It’s possible, of course, that the rallies have gone too far, too fast. Infections and deaths are soaring in many parts of the world, including Brazil, Mexico, Colombia and Peru….
While debt issuance is widely expected to drop after shattering records last year, obligations earmarked for M&A should pick up, according to CreditSights. Such proceeds only made up 5% of 2020’s…
“The C-band spectrum is a ‘must-have’ for Verizon, so investors should consider the possibility that Verizon spends $20 billion or more,” CreditSights analysts led by Davis Hebert wrote in a note Tuesday.