CreditSights News & Blog

China squeezes spreads further IFR

China squeezes spreads further

A lead from a European bank put fair value for the new transaction at Treasuries…

Maria AcevedoArticle published date: October 22, 2021

The art of the deal: Savannah College bonds to fund dorm expansion Bond Buyer

The art of the deal: Savannah College bonds to fund dorm expansion

“Given current demographic trends, we suspect muni investors will want to dig deeper on a…

Maria AcevedoArticle published date: October 26, 2021

China c.bank office asks banks to maintain stable, orderly issuance of property loans Reuters

China c.bank office asks banks to maintain stable, orderly issuance of property loans

Maria AcevedoArticle published date: October 28, 2021

Issuance disappoints in October, but on par with 10-year average Bond Buyer

Issuance disappoints in October, but on par with 10-year average

“I would not be surprised to see an uptick in taxable issuance,” said Patrick Luby,…

Maria AcevedoArticle published date: October 29, 2021

Flattening Yield Curve Shows Investors Concerned about Policy Error: Cisar The Global Herald

Flattening Yield Curve Shows Investors Concerned about Policy Error: Cisar

CreditSights Global Head of Strategy Winnie Cisar discusses the recent flattening of the U.S. yield…

Maria AcevedoArticle published date: November 1, 2021

JPMorgan sells $ 3 billion bonds in post-profit banking boom – Yahoo Finance Bloomberg

JPMorgan sells $ 3 billion bonds in post-profit banking boom – Yahoo Finance

“Of all the major banks, JPMorgan remains the most sensitive to regulatory-induced issuance pressures, as…

Maria AcevedoArticle published date: November 1, 2021

Citigroup plays catch up with US$4bn three-part bond Nasdaq

Citigroup plays catch up with US$4bn three-part bond

"That more limited issuance, especially to the degree peers have surprised to the upside this…

Maria AcevedoArticle published date: October 27, 2021

CreditSights’ Shenoi on Chinese Banks Bloomberg

CreditSights’ Shenoi on Chinese Banks

Pramod Shenoi, Head of APAC Financials Research at CreditSights, looks ahead to the big Chinese…

Maria AcevedoArticle published date: October 28, 2021

Tycoon Behind a Crisis-Era Property Crash Now Sits on a $9 Billion Debt Mountain Bloomberg

Tycoon Behind a Crisis-Era Property Crash Now Sits on a $9 Billion Debt Mountain

“Booking receivables on your balance sheet that are in some cases years old is very…

Maria AcevedoArticle published date: October 8, 2021

Chinese Builder Sunac Sees Financial Worries Rise to the Surface BNN Bloomberg

Chinese Builder Sunac Sees Financial Worries Rise to the Surface

Research firm CreditSights Inc. published a report this week which pointed out the builder’s first-half release omitted…

Maria AcevedoArticle published date: September 30, 2021

Muni Trading Surge Drives Bond Values to Cheapest Since March Bloomberg Quint

Muni Trading Surge Drives Bond Values to Cheapest Since March

Patrick Luby, a municipal strategist at CreditSights, said the largest contributor to the revival in trading…

Maria AcevedoArticle published date: October 6, 2021

New-issues fare well, secondary choppy Bond Buyer

New-issues fare well, secondary choppy

CreditSights noted in a report earlier this week it is not concerned about a slowdown in…

Maria AcevedoArticle published date: October 6, 2021

Fund flows plummet, high-yield sees outflows Bond Buyer

Fund flows plummet, high-yield sees outflows

The negative flow report from high-yield "is interesting but it is not enough to signal…

Maria AcevedoArticle published date: October 7, 2021

Municipal 30-Day Supply Is Highest Since 2020 at $18 Billion Yahoo Finance

Municipal 30-Day Supply Is Highest Since 2020 at $18 Billion

“This time of the year, the markets begin to get distracted by the string of…

Maria AcevedoArticle published date: October 13, 2021

Chinese companies suffer an intense cash crunch in offshore bond markets The Economist

Chinese companies suffer an intense cash crunch in offshore bond markets

This wave of distress has led to a crunch in the offshore junk-bond market. Spreads…

Maria AcevedoArticle published date: October 16, 2021

What One of China’s Biggest Property Companies Can Tell Us About Debt Bloomberg

What One of China’s Biggest Property Companies Can Tell Us About Debt

Maria AcevedoArticle published date: September 29, 2021

U.S. Fed is the Global Driver of Monetary Policy Bloomberg

U.S. Fed is the Global Driver of Monetary Policy

Winnie Cisar, CreditSights Global Head of Strategy joined Alix Steel and Guy Johnson on "Bloomberg…

Maria AcevedoArticle published date: September 29, 2021

Evergrande Haircut of 75% Is Now a Base Case for Bond Analysts Bloomberg

Evergrande Haircut of 75% Is Now a Base Case for Bond Analysts

Luther Chai, a senior research analyst at CreditSights Singapore LLC, also says Evergrande will default…

Maria AcevedoArticle published date: September 12, 2021

Evergrande Worries Help Fuel Selloff at Chinese Developer Sunac Wall Street Journal

Evergrande Worries Help Fuel Selloff at Chinese Developer Sunac

Analysts from debt research firm CreditSights, however, said in a report Monday that they were…

creditsightsArticle published date: September 29, 2021

China Evergrande to Sell Bank Stake to State-Owned Firm for $1.5 Billion Wall Street Journal

China Evergrande to Sell Bank Stake to State-Owned Firm for $1.5 Billion

“We think that this disposal will help Evergrande address some of its upcoming liabilities, primarily…

creditsightsArticle published date: September 29, 2021