CreditSights News & Blog

Market volatility blunts impact of Illinois’ ratings upswing in primary outing The Bond Buyer

Market volatility blunts impact of Illinois’ ratings upswing in primary outing

CreditSights had put a “market outperform” label on the deal. "We find the current levels for…

Maria AcevedoArticle published date: May 18, 2022

Progressive’s shares fall as combined ratio rises, policy growth slows S&P Global

Progressive’s shares fall as combined ratio rises, policy growth slows

Progressive has historically been one of the most consistent and most profitable auto insurers for…

Maria AcevedoArticle published date: April 14, 2022

China Jitters Mount as Easing Calls Echo Across Trading Floors BNN Bloomberg

China Jitters Mount as Easing Calls Echo Across Trading Floors

“We see rising headwinds to China’s growth in 2022,” Zerlina Zeng, senior research analyst at CreditSights Singapore…

Maria AcevedoArticle published date: April 18, 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

Musk’s Twitter Deal Would Add Lots of Debt. Bondholders Should Root for It Anyway. Barrons

Musk’s Twitter Deal Would Add Lots of Debt. Bondholders Should Root for It Anyway.

Leveraged buyouts aren’t great for corporate balance sheets, to be sure. But credit-research firm CreditSights argues that…

Maria AcevedoArticle published date: April 28, 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 he…

Maria AcevedoArticle published date: May 2, 2022

Munis see more losses to kick off May; 1-year muni approaches 2% The Bond Buyer

Munis see more losses to kick off May; 1-year muni approaches 2%

Last week's primary market volume was the heaviest year-to-date, but this week's expected total of less…

Maria AcevedoArticle published date: May 2, 2022

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