Tariff Turbulence

Uncover the implications of Trump’s trade tariffs on the global economy.

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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.

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Global Market Update: Trade Wars Winners & Losers - Autos Edition

Join the CreditSights team on May 1st, to share their latest views on the autos sector, spotlighting issuers with the most at stake and identifying those positioned to withstand the tariff turmoil. 

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Trump 2.0 at 100 Days: Legal Perspectives (Part 1)

Trump 2.0 at 100 Days: Legal Perspectives (Part 1)

May 1, 20251 min Read More
US COTD: HY Back to UW & Sector Catalysts

US COTD: HY Back to UW & Sector Catalysts

April 29, 20251 min Read More
US Weekly: A New Cold War Heats Up

US Weekly: A New Cold War Heats Up

April 24, 20251 min Read More
US Banks 1Q25 Preview: Tariffs Test Resilience

US Banks 1Q25 Preview: Tariffs Test Resilience

April 24, 20251 min Read More
Tariffs: California to the Rescue?

Tariffs: California to the Rescue?

April 17, 20251 min Read More
IG/HY Healthcare: Readying for Pharma Tariffs

IG/HY Healthcare: Readying for Pharma Tariffs

April 16, 20251 min Read More
US Autos: Tariff Recommendation Rerack

US Autos: Tariff Recommendation Rerack

April 16, 20251 min Read More
Post-Liberation Day Scoreboard: Tactical OW HY

Post-Liberation Day Scoreboard: Tactical OW HY

April 11, 20251 min Read More
US Hotels & Gaming: Weighing Tariff Ripple Effects

US Hotels & Gaming: Weighing Tariff Ripple Effects

April 10, 20251 min Read More
Asia Strategy: Tariff Risks By Market

Asia Strategy: Tariff Risks By Market

April 10, 20251 min Read More
Tariffs: Aerospace & Defense Impact

Tariffs: Aerospace & Defense Impact

April 9, 20251 min Read More
US Insurance: Tariff Impact Risk Spectrum

US Insurance: Tariff Impact Risk Spectrum

April 7, 20251 min Read More
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.

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Webinar Replay

US Market Update: Liberation, Nine Days Later

Join the CreditSights team to discuss the fallout from “Liberation Day” including cross market performance, damage across sectors and the outlook heading into earnings season.  

Webinar Replay
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
Webinar Replay
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.

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