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3Q 2023 U.S. and Euro Outlook

with Winnie Cisar, Global Head of Strategy; Zachary Griffiths, Senior U.S. Strategy Analyst; and Logan Miller, Head of Euro Strategy

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Event Details

Wednesday, June 28th
Webinar

Event Details

10:00 a.m. EDT / 3:00 p.m. BST / 4:00 p.m. CEST
Strategy

Join CreditSights’ Strategy team as they present our outlook for 2H 2023 and preliminary views on 2024. Winnie Cisar, Global Head of Strategy, and Zachary Griffiths, Senior U.S. Strategy Analyst, will introduce our new Head of European Strategy, Logan Miller. The strategists will discuss macroeconomic expectations, rates forecasts and the refreshed outlook for the U.S. and Euro IG and HY markets over the next 12 months, including key themes, trends and market drivers.

Topics:

  • Updated spread, yield and return forecasts for the remainder of the year and 1H24
  • Fundamentals across markets, including leverage, margin and liquidity trends at the rating and sector level
  • Investment themes for the remainder of the year and into 2024, including updated sector strategy and ratings/curve positioning

This webinar will include opportunities for live Q&A.

If you have any questions, please contact our team at webinars@creditsights.com

Speakers:

Winnie Cisar

Global Head of Strategy
CreditSights

Winnie is the Global Head of Strategy at CreditSights. Prior to joining CreditSights, Winnie was a Managing Director and the Head of Credit Strategy for Wells Fargo, leading the research teams focused on the corporate investment grade and leveraged finance markets. At Wells Fargo, Winnie developed the leveraged finance strategy product, rolling out coverage on high yield, leveraged loans and the distressed market. With more than 10 years of experience in institutional research, Winnie has emerged as one of the leading voices in corporate credit strategy and is a frequent guest on CNBC, Bloomberg, NPR and Yahoo Finance.

Zachary Griffiths, CFA

Senior U.S. Strategist
CreditSights

Zachary Griffiths joined CreditSights in August 2022 as a Senior Strategist covering U.S. Investment Grade Credit. Immediately prior to joining CreditSights, he was a Macro Strategist at Wells Fargo Securities primarily focused on USD rates, inflation and government bond supply. He frequently appears on key financial news networks such as Bloomberg TV, CNBC and Yahoo Finance. His work is also regularly quoted in major financial news publications such as the Wall Street Journal, Financial Times and Reuters.