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Zach Griffiths CFA, Head of US IG and Macro Strategy, discusses the recent Fed Press Conference and the policy statement. He also delve into the impact of the treasury refunding announcement on treasury yields, the economic data points and final quarter projections.
In this episode, analyst Chas Johnston, CFA, shares his thoughts on the two recent mega M&A deals between Exxon and Pioneer, and Chevron and Hess.
CreditSights Senior North Asia Corporates Analyst, Zerlina Zeng, CFA reviews the graduate unemployment rate and the China property market. She also discusses the impact of travel and tourism on the Chinese economy, whilst touching on the banking system.
Analyst Michael O’Brien gives an overview of CreditSights’ IG Homebuilding sector coverage including his top picks, views on balance sheets, and potential risks considering today’s high interest market.
Global Head of Strategy, Winnie Cisar, and Head of Strategy, Logan Miller discuss our current positioning on the Euro HY and IG market, the final predictions for 2023 and initial outlook for 2024, including potential risks in the upcoming year.
Global Head of Strategy, Winnie Cisar, and Head of U.S. IG Strategy, Zachary Griffiths discuss our final 2023 predictions and preliminary 2024 outlooks, including potential risks to look out for in the coming year.
Fund Flows: Mutual Funds & ETFs
Winnie Cisar, Global Head of Strategy, and Pat Luby, Senior Municipal Strategist, discuss all things fund flows. Pat shares his thoughts on why we should be paying more attention to ETFs and Mutual Funds, highlighting his top picks, and assessing what’s in store for the future.
Sector Outlook: European Consumer
CreditSights Head of European Strategy, Logan Miller, and Senior Consumer Analyst, Maryum Ali, discuss their holistic views of the European Consumer sector, as well as their recommendations within the Food & Bev, and Personal Care subsectors.
Special Episode: The 2023 Asia Conferences
Pramod Shenoi joins Winnie Cisar to debrief after the annual CreditSights Asia Conferences in Hong Kong and Singapore, on this episode of the Know More. Risk Better. podcast.
Special Episode: The New CreditSights
Erin Lyons, our Global Head of Business Strategy, joins Winnie Cisar to discuss the New CreditSights Platform and all the upcoming product releases for 2023, on this episode of the Know More. Risk Better. podcast.
Special Episode: US Consumer Goods and Inflation
CreditSights Senior Consumer Analyst James Dunn discusses his outlook for the rest of the year, consumer trends, the consequences of inflation on profitability and other essential measures for companies in the consumer goods sector, on this episode of the Know More. Risk Better. podcast.
2023 Sector Outlook: European Autos
CreditSights Senior European Autos Analyst, Jim Williamson, discusses his outlook for the rest of the year, the sector recommendations, and his top picks & pans, on this episode of the Know More. Risk Better. podcast.
Know More. Risk Better. A CreditSights Podcast.
In this Season of the podcast, CreditSights Global Head of Strategy, Winnie Cisar, and Senior Strategist, Zachary Griffiths, interview our sector analysts to get their outlooks for the year. With our guests from industry leaders and experienced practitioners, listen as they deliver informative and engaging discussions on the latest trends and developments in the market.
Know More. Risk Better.®
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