CreditSights News & Blog

Signals point to retail return to munis, for now The Bond Buyer

Signals point to retail return to munis, for now

"While many retail investors are reducing their mutual fund positions, relative value investors are putting…

Maria AcevedoArticle published date: April 4, 2022

Munis vastly outperform a UST selloff The Bond Buyer

Munis vastly outperform a UST selloff

However, the underperformance of municipals relative to taxables is drawing interest from investment grade credit…

Maria AcevedoArticle published date: April 5, 2022

Blind love for LGFVs? Watch out Global Capital Asia

Blind love for LGFVs? Watch out

Since the start of the year, 81 primary bond deals from LGFVs have been priced…

Maria AcevedoArticle published date: March 30, 2022

Muni yields rise further while UST curve inverts Bond Buyer

Muni yields rise further while UST curve inverts

Institutional bids wanted volume on Bloomberg was the heaviest since the week ended April 3,…

Maria AcevedoArticle published date: March 28, 2022

About $918 million in U.S. Virgin Island bonds expected Wednesday The Bond Buyer

About $918 million in U.S. Virgin Island bonds expected Wednesday

“The island is overloaded with debt and pension liabilities that dwarf its tiny $4 billion…

Maria AcevedoArticle published date: March 29, 2022

Utica Shale gas drillers Ascent, Gulfport said to be in talks for $8B merger S&P Global

Utica Shale gas drillers Ascent, Gulfport said to be in talks for $8B merger

The transaction would give Gulfport, which was fresh out of bankruptcy proceedings in 2021, more…

Maria AcevedoArticle published date: March 30, 2022

March issuance falls but still above 10-year average The Bond Buyer

March issuance falls but still above 10-year average

The beginning of the calendar year is normally sluggish, but due to market volatility and…

Maria AcevedoArticle published date: March 31, 2022

How federal disaster aid is still playing into Puerto Rico’s recovery Bond Buyer

How federal disaster aid is still playing into Puerto Rico’s recovery

“The aid has enabled Puerto Rico’s economy to perform much better post-Maria period than it…

Maria AcevedoArticle published date: March 25, 2022

Munis sell off double-digits following UST rout Bond Buyer

Munis sell off double-digits following UST rout

Because munis underperformed corporates last week, some taxable investment-grade investors may have a limited window…

Maria AcevedoArticle published date: March 22, 2022

Sales tax backing shields Chicago transit deal from ridership woes Bond Buyer

Sales tax backing shields Chicago transit deal from ridership woes

“If recent crime headlines cause the new CTA bonds to come cheaper, long-term investors should…

Maria AcevedoArticle published date: March 22, 2022

Creditsights’ Cisar Sees ‘Silver Lining’ in Bond Rout Bloomberg

Creditsights’ Cisar Sees ‘Silver Lining’ in Bond Rout

Creditsights Global Head of Credit Strategy Winnie Cisar says she sees a "silver lining" in the…

Maria AcevedoArticle published date: March 24, 2022

Mom and Pop Buying Fewer Muni Bonds Directly as ETFs Heat Up BNN Bloomberg

Mom and Pop Buying Fewer Muni Bonds Directly as ETFs Heat Up

“When individual investors were the drivers of the market, every investor is different and you…

Maria AcevedoArticle published date: March 23, 2022

CreditSights’ Cisar Calls Severstal Situation a ‘Credit Event’ Bloomberg

CreditSights’ Cisar Calls Severstal Situation a ‘Credit Event’

Bondholders of Russian steel and mining company Severstal haven’t received their scheduled payment, making it a “credit…

Maria AcevedoArticle published date: March 24, 2022

CreditSights On China Banks 2021 Results Expectations Bloomberg

CreditSights On China Banks 2021 Results Expectations

CreditSights Head of APAC Financials Research Pramod Shenoi expects China banks to post double-digit net income…

Maria AcevedoArticle published date: March 24, 2022

Airbus to buy carbon credits from Occidental’s low-carbon unit S&P Global

Airbus to buy carbon credits from Occidental’s low-carbon unit

The project's timing coincides with the deployment of federal infrastructure spending on climate change, credit…

Maria AcevedoArticle published date: March 21, 2022

Puerto Rico Is Out of Bankruptcy After a $22 Billion Debt Exchange BNN Bloomberg

Puerto Rico Is Out of Bankruptcy After a $22 Billion Debt Exchange

For the municipal-bond market, Puerto Rico’s debt exchange means there will now be billions of…

Maria AcevedoArticle published date: March 15, 2022

AMC’s Reach for a Pot of Gold Is Bad News for Its Bonds MarketWatch

AMC’s Reach for a Pot of Gold Is Bad News for Its Bonds

AMC Entertainment Holding’ “bizarre”—in the words of one analyst—plan to acquire a large stake in precious-metals…

Maria AcevedoArticle published date: March 16, 2022

Led by UST, municipals sell off, moving yields to highest since March 2020 Bond Buyer

Led by UST, municipals sell off, moving yields to highest since March 2020

Last week was a busy trading week. The total amount of par value traded was…

Maria AcevedoArticle published date: March 14, 2022

Worry Over Russian Airplane Seizures Pressures One Corner of the Bond Market MarketWatch

Worry Over Russian Airplane Seizures Pressures One Corner of the Bond Market

More than 500 jets had been leased to Russian airlines when war broke out, according to several…

Maria AcevedoArticle published date: March 10, 2022

Interest rates, inflation could crimp utilities’ spending plans S&P Global

Interest rates, inflation could crimp utilities’ spending plans

Bond analysts at CreditSights also noted regulators may not be as willing to approve "record level capex…

Maria AcevedoArticle published date: March 11, 2022