CreditSights News & Blog

Property Crisis Means Chinese Cities Sell Land to Themselves Bloomberg

Property Crisis Means Chinese Cities Sell Land to Themselves

For the stronger entities, the risks may be further out. Governments will likely maintain support…

Maria AcevedoArticle published date: January 25, 2022

Investment-grade corporate bonds head for 5th worst monthly return on record MarketWatch

Investment-grade corporate bonds head for 5th worst monthly return on record

Investment-grade corporate bonds, the debt issued by many top S&P 500 SPX, +0.01% companies, were headed for a…

Maria AcevedoArticle published date: January 31, 2022

Illinois’ proposed budget draws positive words from rating agencies Bond Buyer

Illinois’ proposed budget draws positive words from rating agencies

“The reserve and pension action are modest in scope, but positive and symbolic of the…

Maria AcevedoArticle published date: February 3, 2022

Constellation spin-off underscores nuclear’s role in US decarbonization effort S&P Global

Constellation spin-off underscores nuclear’s role in US decarbonization effort

CreditSights, meanwhile, in a Jan. 11 report named as the "most logical" acquisition targets: Dominion…

Maria AcevedoArticle published date: January 14, 2022

Bond market looks past Navient’s $1.85 billion student-loan settlement MarketWatch

Bond market looks past Navient’s $1.85 billion student-loan settlement

That contrasts with Navient’s flat price action, which may stem from the settlement being of…

Maria AcevedoArticle published date: January 14, 2022

US oil and gas shares will continue to gain as debt is paid off, analysts say S&P Global

US oil and gas shares will continue to gain as debt is paid off, analysts say

"The energy sector has undergone a massive wave of consolidation over the past 18 months,…

Maria AcevedoArticle published date: January 18, 2022

Chinese Property Bond Rally Fades as Investors Seek Clarity Bloomberg Quint

Chinese Property Bond Rally Fades as Investors Seek Clarity

A relaxation of presales restrictions “could be the biggest and arguably most important easing measure…

Maria AcevedoArticle published date: January 19, 2022

Exports could be key driver for China’s growth as Covid drags down spending, say analysts CNBC

Exports could be key driver for China’s growth as Covid drags down spending, say analysts

"Exports will still continue to be a very important growth driver for the Chinese economy…

Maria AcevedoArticle published date: January 19, 2022

JBS USA goes long for first time IFR

JBS USA goes long for first time

CreditSights noted that the JBS USA Lux S.A., JBS USA Food Company and JBS USA…

Maria AcevedoArticle published date: January 19, 2022

Exxon joins peers in setting net-zero goals, but critics find them lacking S&P Global

Exxon joins peers in setting net-zero goals, but critics find them lacking

More and more investors are filtering their decisions through an ESG lens, so the announcement…

Maria AcevedoArticle published date: January 20, 2022

Wall Street Stays Positive on Muni Debt as Retail Buyers Retreat BNN Bloomberg

Wall Street Stays Positive on Muni Debt as Retail Buyers Retreat

“Municipal credit enters the year on a strong footing, largely due to assistance of the…

Maria AcevedoArticle published date: January 21, 2022

Big fish eat smaller fish in Appalachia: More consolidation expected in 2022 S&P Global

Big fish eat smaller fish in Appalachia: More consolidation expected in 2022

"Assuming the deal is confirmed, it seems that Chesapeake lost out to EQT Corp. on…

Maria AcevedoArticle published date: January 21, 2022

Developers put trust in buybacks IFR

Developers put trust in buybacks

A report from CreditSights called the ups and downs of the developers' bonds "a vicious…

Maria AcevedoArticle published date: January 21, 2022

Mortality trends again to take center stage on life insurers’ earnings dockets S&P Global

Mortality trends again to take center stage on life insurers’ earnings dockets

"Ultimately we're going to be very carefully observing this interaction between severity, ages, total number…

Maria AcevedoArticle published date: January 24, 2022

High commodity prices provide bullish setup for midstream sector earnings S&P Global

High commodity prices provide bullish setup for midstream sector earnings

Analysts pointed to limited direct commodity price exposure of players in the midstream space, which…

Maria AcevedoArticle published date: January 24, 2022

Where Investors Fleeing Chinese Property Are Putting Their Money BNN Bloomberg

Where Investors Fleeing Chinese Property Are Putting Their Money

Both Goldman and CreditSights consider Indian companies attractive. The U.S. bank recommends high-yield renewables, while the latter…

Maria AcevedoArticle published date: January 24, 2022

Leveraged Buyouts Boom With $18 Billion Bet in Debt Markets BNN Bloomberg

Leveraged Buyouts Boom With $18 Billion Bet in Debt Markets

“We have been telling investors that 5% yield to worst for high yield was the…

Maria AcevedoArticle published date: January 25, 2022

Shadowy China Firms Spend Billions on Land Shunned by Developers BNN Bloomberg

Shadowy China Firms Spend Billions on Land Shunned by Developers

For the stronger entities, the risks may be further out. Governments will likely maintain support…

Maria AcevedoArticle published date: January 25, 2022

5% YTW for High-Yield ‘Not Too Shabby’: Creditsights’ Cisar Bloomberg

5% YTW for High-Yield ‘Not Too Shabby’: Creditsights’ Cisar

Creditsights Global Head of Credit Strategy Winnie Cisar says high-yield debt has become "much more…

creditsightsArticle published date: January 25, 2022

Mortality trends again to take center stage on life insurers’ earnings dockets S&P Global

Mortality trends again to take center stage on life insurers’ earnings dockets

"Ultimately we're going to be very carefully observing this interaction between severity, ages, total number…

creditsightsArticle published date: January 24, 2022