CreditSights News & Blog

Son’s Empire Wobbles as Credit Rout Hits SoftBank Debt Load Bloomberg Quint

Son’s Empire Wobbles as Credit Rout Hits SoftBank Debt Load

“The announced buyback is a reminder that all strategic decisions will be taken by Masa…

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Coronavirus Has ‘Warren Buffett Of Japan’ On The Ropes As SoftBank Takes Dive Forbes

Coronavirus Has ‘Warren Buffett Of Japan’ On The Ropes As SoftBank Takes Dive

It also worries analysts like Mary Pollock of CreditSights that Son “continues to put SoftBank…

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Weird price dislocations are shaping the $4.1tn US municipal bond market Business Fast

Weird price dislocations are shaping the $4.1tn US municipal bond market

According to Patrick Luby of CreditSights: “The latest data on the flow of funds shows non-US…

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Worst Muni Rout Since 1984 Deepens Even With Treasury Gain Bloomberg

Worst Muni Rout Since 1984 Deepens Even With Treasury Gain

“Municipal bonds are supposed to be the safe asset,” said Patrick Luby, who tracks the…

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These 10 Companies’ Bonds Are Trading Like They’re Distressed. That Shouldn’t Happen. Barrons

These 10 Companies’ Bonds Are Trading Like They’re Distressed. That Shouldn’t Happen.

Service Properties Trust (SVC): This real-estate investment trust used to be called Hospitality Properties Trust, if…

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Municipalities Face Short-Term Cash Crunch, Pushing Up Borrowing Costs Barrons

Municipalities Face Short-Term Cash Crunch, Pushing Up Borrowing Costs

The iShares Muni ETF looks more liquid than muni bonds, however. And that means the…

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‘Cautious Outlook’ on China’s Big Four Banks: CreditSights Bloomberg

‘Cautious Outlook’ on China’s Big Four Banks: CreditSights

Jason Tan, research analyst for Chinese financials at CreditSights, discusses the health of the country's…

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The Daily Shot: U.S. Job Losses Are Accelerating Wall Street Journal

The Daily Shot: U.S. Job Losses Are Accelerating

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Wells Fargo’s small business surprise Axios

Wells Fargo’s small business surprise

Wells Fargo has "been making new loans for the past three years under the Fed…

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Wall Street Is Quietly Telling Companies Not to Draw Their Loans Bloomberg

Wall Street Is Quietly Telling Companies Not to Draw Their Loans

For some, the thinking is “it’s ‘better safe than sorry,” said Jesse Rosenthal, an analyst…

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Japan’s economy has been dealt the ‘final blow’ by the coronavirus pandemic, says analyst CNBC

Japan’s economy has been dealt the ‘final blow’ by the coronavirus pandemic, says analyst

“The number looks really impressive, 20% of GDP, but I think we really need to…

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As US utilities prepare for downturn, ‘liquidity is paramount’ S&P Global

As US utilities prepare for downturn, ‘liquidity is paramount’

Nearly all the large-cap utilities have raised new debt in the past two weeks, CreditSights analyst Andrew…

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Airlines mull over selling miles for cash Seeking Alpha

Airlines mull over selling miles for cash

"They’re scraping the bottom of the barrel," says CreditSights analyst Roger King on the cash-generating moves by…

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United, Delta Weigh Selling Miles Early to Raise Cash in Coronavirus Crisis Wall Street Journal

United, Delta Weigh Selling Miles Early to Raise Cash in Coronavirus Crisis

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Munis continue rally as new-issue calendar grows Bond Buyer

Munis continue rally as new-issue calendar grows

Patrick Luby, senior municipal strategist at CreditSights and Howard Sitzer, senior analyst of municipals at CreditSights, said…

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Investors bet that economies will fire up slow Asia Times

Investors bet that economies will fire up slow

“Although we have significant reservations behind this credit due to its core travel-related businesses in…

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Investors react well to Baker Hughes capex cuts despite $15B impairment charge S&P Global

Investors react well to Baker Hughes capex cuts despite $15B impairment charge

The charge "will leave goodwill of $5.7 billion on the balance sheet pro forma as…

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Coronavirus volatility caused price disruptions in ETFs Bond Buyer

Coronavirus volatility caused price disruptions in ETFs

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The Daily Shot: U.S. Crude Oil Trading Below $20, Near 18-Year Lows Wall Street Journal

The Daily Shot: U.S. Crude Oil Trading Below $20, Near 18-Year Lows

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J.C. Penney Creditors Tussle in Talks Over Need for Bankruptcy Bloomberg

J.C. Penney Creditors Tussle in Talks Over Need for Bankruptcy

“We think it is improbable that bond or loan holders reach a meaningful agreement to…

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