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.


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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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.

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.

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

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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