Strategy: Post Summer Recess – Our Fall Watch List

Strategy: Post Summer Recess - Our Fall Watch List

Winnie Cisar: Global Head of Strategy
Zachary Griffiths, CFA: Head of IG & Macro Strategy
Mark Lightner, Esq.: Head of Legal Strategy
Pat Luby: Head of Municipal Strategy
Logan Miller: Head of European Strategy
Erick Vega, CFA: Senior Analyst, Emerging Markets Corporates
Zerlina Zeng, CFA: Head of APAC Credit Strategy

8 September 2026

Download the Full Report to gain insights on:

How central bank decisions, inflation trends, and policy uncertainty could influence credit markets this fall.
What major elections, legal developments, and geopolitical events may mean for global investors.
Why energy disruptions and weather related risks are becoming increasingly important market drivers.
How evolving credit conditions across developed and emerging markets could affect risk sentiment.
Which sectors, regions, and market themes investors should monitor as key catalysts unfold.

Executive Summary

Markets enter a pivotal period shaped by multiple intersecting events. Policy decisions and global developments may influence credit sentiment.

Investors are monitoring central bank actions and institutional developments. These factors could affect market confidence and future volatility.

Global elections remain a significant focus for market participants. Political outcomes may shape expectations across several regions.

Meanwhile, energy dynamics continue influencing inflation and growth expectations. Market participants remain attentive to evolving external pressures.

Finally, credit markets face a complex mix of opportunities and risks. Careful monitoring remains essential as major catalysts develop.

Fill out the below form to view the full article:

Please note that we can only respond to valid business email addresses and the interview is already available to clients.

Recently Published

Research

All Covenant-Review Autos US CR Quarterly Q1 Sovereigns Basic LevFin-Insights Telecommunications May GMU Financials CreditSights-Research Utilities Case Studies show-home show-initiation page-home Municipals SLRs TMT Asset Management Resources Pharmaceuticals June GMU Energy Research Gaming/Leisure Webinar Related Resource Industrials Politics Media US Special Sits Outlook Consumer Tariffs Special Situations Euro Autos: Barbarians at the Gates Corporate Private Credit Aerospace/Defense U.S. Autos Expert Panel Covenants Bonds Real Estate EU Special Sits Outlook Strategy Post Petition Services July GMU ESG Chemicals Iran Asia in Focus 2H26 ESG-Home Emerging Markets Banks EM Outlook Outlooks-Home Transportation Construction EMEA CR Quarterly Q2 Technology Insurance Asia in focus webinar US CR Quarterly Q2 Manufacturing EMEA CR Quarterly Q1 Global Credit for ME Investors