US Strategy: Tariff Risks by Sector
Discover insights on how tariffs are impacting key sectors, identify which issuers are most at risk, and understand the implications for credit spreads, economic growth, and Treasury yields.
US Market Update: Liberation, Nine Days Later
Join the CreditSights team on April 11th, to discuss the fallout from “Liberation Day” including cross market performance, damage across sectors and the outlook heading into earnings season.
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Tariffs: California to the Rescue?
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US Autos: Tariff Recommendation Rerack
Read MoreUS Autos: Tariff Recommendation Rerack
Asia Strategy: Tariff Risks By Market
Read MoreAsia Strategy: Tariff Risks By Market
Tariffs: Aerospace & Defense Impact
Read MoreTariffs: Aerospace & Defense Impact
Euro Strategy: Tariff Risks by Sector
Read MoreEuro Strategy: Tariff Risks by Sector
Trends in Chems: Trump and Tariffs
Read MoreTrends in Chems: Trump and Tariffs
BMI
Assessing the Impact of US Tariff & Non Tariff Policies on Global Economies
For more in-depth insights on tariffs, explore the article ‘Assessing the Impact of US Tariff & Non-Tariff Policies on Global Economies’ from our sister company, BMI. This comprehensive analysis examines sector-specific and reciprocal tariffs, highlighting their effects on global economies. Through detailed visualizations and tables, uncover how these tariffs influence industry competitiveness.
Webinar Replay
Global Strategy Outlook
Our Global Head of Strategy and senior analysts investigate the latest Trump-Era Tariffs and key developments in the US-Asia Credit Markets. The team discussed:
- US Macro, Fed, and Rates View
- Tariff, Trump policy, and EM Impact
- U.S. M&A Trend and Credit Implication
- US Credit and Asia Credit Strategy top ideas
Podcast
Two Sessions + Tariffs = 4.7% GDP for China in 2025
In this podcast episode, host Zachary Griffiths and CreditSights Head of Asia Strategy, Zerlina Zeng discuss insights from China’s recent Two Sessions meetings, China’s GDP growth target of 5% for 2024, fiscal policies, and the impact of U.S. tariffs.
BMI Webinar
Assessing The Impact Of US Tariffs On Global Markets
This webinar will explore the impact of US tariffs on US and global growth, industry competitiveness, and the geopolitical landscape amid rising trade tensions.
Topics covered will include:
- Global & regional growth outlook under Trump reciprocal tariffs
- Economic growth trajectory focusing on China, the US, and Europe
- Impact on monetary policy and the outlook for key currencies
- Competitiveness of various economies: Which are gaining or losing competitiveness?
- Key elections and their economic implications
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