CreditSights News & Blog

Bond-market ‘wreckage’ in early 2022 unlikely to become the norm, says Nuveen CIO MarketWatch

Bond-market ‘wreckage’ in early 2022 unlikely to become the norm, says Nuveen CIO

How bad has 2022 been? The investment-grade corporate bond market’s total return was negative-12.3% on…

Maria AcevedoArticle published date: May 2, 2022

Munis mixed, USTs rally on short end after half-point rate hike The Bond Buyer

Munis mixed, USTs rally on short end after half-point rate hike

Exchange-traded funds saw massive inflows at $1.068 billion — the largest figure since at least 2013,…

Maria AcevedoArticle published date: May 4, 2022

Elon Musk’s takeover financing deal could clip Twitter’s wings the Guardian

Elon Musk’s takeover financing deal could clip Twitter’s wings

According to calculations by CreditSights, a credit research firm, the bank financing alone will leave Twitter…

Maria AcevedoArticle published date: May 7, 2022

Elon Musk’s Twitter Deal Is Different Than Most LBOs, Here’s How The Washington Post

Elon Musk’s Twitter Deal Is Different Than Most LBOs, Here’s How

Twitter’s leverage will increase drastically. CreditSights, a credit research firm, sees total leverage increasing to a…

Maria AcevedoArticle published date: May 9, 2022

Bosses will decide when/if workers return to the office Boston Herald

Bosses will decide when/if workers return to the office

“There is much uncertainty,” Patrick Luby, senior municipal strategist at CreditSights Inc. put it to me in…

Maria AcevedoArticle published date: May 9, 2022

Puerto Rico bankruptcy lessons show credit outweighs legal protections The Bond Buyer

Puerto Rico bankruptcy lessons show credit outweighs legal protections

CreditSights Senior Municipals Analyst John Ceffalio said he generally agreed with the Moody’s piece. But…

creditsightsArticle published date: May 2, 2022

Singapore banks top estimates but flag caution in weak markets Channel News Asia

Singapore banks top estimates but flag caution in weak markets

CreditSights' analyst Yustina Quek spoke to CNA on Singapore Banks' 1Q earnings.

creditsightsArticle published date: April 29, 2022

UK grocer buyout creates bond market indigestion Breakingviews

UK grocer buyout creates bond market indigestion

Debt may now reach 7.4 times EBITDA this year, CreditSights reckons.

creditsightsArticle published date: April 27, 2022

Petron may post better Q1 figures Philstar

Petron may post better Q1 figures

CreditSights analyst for Asia Pacific Corporates Rohan Kapur and senior analyst Lakshmanan R. said they…

creditsightsArticle published date: April 19, 2022

Asia Bonds Lose $155 Billion as China Woes Add to Rates Pressure Bloomberg Quint

Asia Bonds Lose $155 Billion as China Woes Add to Rates Pressure

The default risk of LGFV public bonds is lower over the next 3-6 months compared…

Maria AcevedoArticle published date: April 25, 2022

Cnooc shares soar on Shanghai debut after US delisting on security grounds Financial Times

Cnooc shares soar on Shanghai debut after US delisting on security grounds

Last week, analysts at CreditSights, a research firm, suggested that “the risk of more Chinese…

creditsightsArticle published date: April 21, 2022

China scrambles to prevent property pandemonium The Economist

China scrambles to prevent property pandemonium

Analysts still have big questions on developers’ true levels of cash and debt. Many are…

Maria AcevedoArticle published date: March 5, 2022

Munis sell off, 30-year AAA tops 3% Bond Buyer

Munis sell off, 30-year AAA tops 3%

CreditSights strategists Pat Luby and John Ceffalio said as municipal bond yields climbed last week, spreads…

Maria AcevedoArticle published date: April 19, 2022

Apple Supplier Jabil Debuts Green Bond in Renewable Energy Push BNN Bloomberg

Apple Supplier Jabil Debuts Green Bond in Renewable Energy Push

While Jabil customers include Apple and Amazon.com Inc., it is also focused on secular growth…

Maria AcevedoArticle published date: April 20, 2022

Adler Bonds Plummet as Investors Dig Through KPMG Audit BNN Bloomberg

Adler Bonds Plummet as Investors Dig Through KPMG Audit

“While these revelations are not surprising for those of us that have been following Adler…

Maria AcevedoArticle published date: April 25, 2022

Utah power agency’s bonds finance transition to greener energy Bond Buyer

Utah power agency’s bonds finance transition to greener energy

CreditSights said the bonds should be considered largely an LADWP credit given that it is the…

Maria AcevedoArticle published date: April 25, 2022

Munis see some strength but underperform UST The Bond Buyer

Munis see some strength but underperform UST

CreditSights strategists Pat Luby and John Ceffalio noted that municipal yields have been swinging between attractive…

Maria AcevedoArticle published date: April 25, 2022

Positive cash flows break link between shale gas drillers and banks S&P Global

Positive cash flows break link between shale gas drillers and banks

"The combination of very supportive commodity prices and capital discipline means many producers have little…

Maria AcevedoArticle published date: April 25, 2022

Apple Supplier Jabil Debuts Green Bond in Clean Energy Push Bloomberg Quint

Apple Supplier Jabil Debuts Green Bond in Clean Energy Push

While Jabil customers include Apple and Amazon.com Inc., it is also focused on secular growth…

creditsightsArticle published date: April 20, 2022

Amazon pulls trigger on $12.75 billion bond after buying MGM, James Bond franchise MarketWatch

Amazon pulls trigger on $12.75 billion bond after buying MGM, James Bond franchise

CreditSights analysts pegged Amazon’s cash hoard at about $92 billion, in a Monday client note.

Maria AcevedoArticle published date: April 11, 2022