CreditSights News & Blog

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

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

"Deals are growing in size with a greater focus on consolidating around a core asset…

creditsightsArticle published date: January 21, 2022

Chinese Property Bonds Soar as Investors Bet Worst Is Over Bloomberg

Chinese Property Bonds Soar as Investors Bet Worst Is Over

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

creditsightsArticle published date: January 19, 2022

Prospective property buyers in China are taking a ‘wait and see’ approach, says analyst CNBC

Prospective property buyers in China are taking a ‘wait and see’ approach, says analyst

Zerlina Zeng of CreditSights says prospective property buyers in China are waiting for more details…

creditsightsArticle published date: January 19, 2022

Downside risks are building for the Chinese economy AusBiz

Downside risks are building for the Chinese economy

However, not everyone was shocked by the move. Zerlina Zeng from CreditSights certaintly wasn't, suggesting…

creditsightsArticle published date: January 17, 2022

Chinese Property Giant Country Garden Endures Sector’s Latest Selloff Wall Street Journal

Chinese Property Giant Country Garden Endures Sector’s Latest Selloff

Given weak investor sentiment, “even the stronger developers may experience volatility because of rumors and…

creditsightsArticle published date: January 17, 2022

Top Wall Street Banks Will Be Flooding Debt Markets Before Fed Rate Hikes Bloomberg

Top Wall Street Banks Will Be Flooding Debt Markets Before Fed Rate Hikes

CreditSights’ Jesse Rosenthal and Peter Simon see an even bigger plunge: 35% to 45%. "The…

creditsightsArticle published date: January 13, 2022

Huge Wave of Upgrades Is Surging to U.S. Corporate Bond Market BNN Bloomberg

Huge Wave of Upgrades Is Surging to U.S. Corporate Bond Market

Junk-rated companies should benefit, too. Dell Technologies Inc. has already been lifted to investment-grade status…

Maria AcevedoArticle published date: January 7, 2022

China’s next debt crisis will be municipal Reuters

China’s next debt crisis will be municipal

Now land sales are forecast to fall another 20% this year after a bruising 2021,…

Maria AcevedoArticle published date: January 10, 2022

Enel Offers Climate-Linked Bond Triplet After Junk Jumbo BNN Bloomberg

Enel Offers Climate-Linked Bond Triplet After Junk Jumbo

With interest-rate hikes looming in developed markets, it’s no surprise Enel is seizing on relatively…

Maria AcevedoArticle published date: January 10, 2022

Upgrades mix with labor strife ahead of Chicago school bond sale Bond Buyer

Upgrades mix with labor strife ahead of Chicago school bond sale

Spreads at 115 to 120 bps would make the paper "very attractive, particularly compared to…

Maria AcevedoArticle published date: January 11, 2022