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Weekly Wrap: Bank Earnings & US Market Update
Jesse Rosenthal, Head of US Financials & Senior Banks and Specialty Finance Analyst, joined the call to discuss bank earnings, including his thoughts on the outlook for the second half of 2021.
Monthly European Market Wrap: July 2021
Join CreditSights Strategist, Tomas Hirst, as he presents the monthly European Market Wrap. He reviewed the past month in European credit markets, our sector and curve positioning, and what to look out for in the month ahead.
Weekly Wrap: Economic Trends & US Market Update
US Economist & Strategist Chris Seter joined to provide views on economic trends such as inflation, wage growth and the impact expiring stimulus will have on the household sector.
EM Credit: Positioning for the Recovery
CreditSights analysts present an overview of the ex-Asia EM growth outlook, themes and risks for EM, how these have driven performance and where to find value going forward.
APAC and European Financials: Unlocking the Banks
A quick overview of European, Australian, North Asian (ex-China) and ASEAN (ex Indo) banks, including picks and pans, followed by a panel discussion.
Asia Credit Strategy: Return to Health ≠ Healthy Returns
What will drive Asian credit market performance in 2H21?
China LGFV: Separating the Wheat from the Chaff
Themes and trends in the LGFV sector, picks and pans.
China Macro & Financials: The Comeback Kids
Overview of current macro conditions in China and key themes for Chinese financial institutions.
China Property & Tech: Ripping off the Band-Aid
China’s policy response to rising home prices and tech monopolies, along with our picks and pans.
Weekly Wrap: HY Media & US Market Update
Davis Hebert, Senior TMT analyst, joined to discuss his recently launched coverage of high yield Media credits
US Credit Strategy: Recovered, with Inflation the Next Ailment
With widespread vaccinations and stimulus programs, the US rebound has fast-tracked inflation concerns. Erin Lyons conducts a review of 1H21 and our thoughts on 2H21, including on rates, market conditions, supply, and secondary spreads, as well as picks and pans.
India Credit: From Reeling to Healing
The COVID-19 impact on different sectors, themes and trends as well as our picks and pans.
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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