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2023 Sector Outlook: Euro Banks
CreditSights Head of Global Financials Research, Simon Adamson, discusses his outlook for the Euro banks sector, including his view on market trends and his picks & pans, on this episode of the Know More. Risk Better. podcast.
CreditSights Senior Autos & Industrials Analyst, Todd Duvick, discusses his outlook for the US Autos sector, including unemployment and job growth, default rates, and the supply and demand imbalance, on this episode of the Know More. Risk Better. podcast.
2023 Sector Outlook: US Transportation
CreditSights Senior Transportation Analyst, Matt Woodruff, discusses his outlook for 2023 as well as the recent train derailment in East Palestine, on this episode of the Know More. Risk Better. podcast.
Understanding Japanese Life Insurers
CreditSights' Insurance Analyst, Trung Tran, and Head of Asia Financials, Pramod Shenoi, present their views on Japanese insurers.
Monthly Global Market Update: February 2023
CreditSights' Global Head of Strategy, Winnie Cisar, and Senior Strategist, Zachary Griffiths, analyze events and trends they observed in January, react to the latest Fed meeting and discuss shifting expectations for 2023.
Carvana – Considering Both the Equity and Credit Story
Analysts from CreditSights, Covenant Review, LevFin Insights and Wedbush Equity Research discuss Carvana from both a Credit and Equity perspective.
Monthly Global Market Update: December 2022
Global Head of Strategy, Winnie Cisar, and Senior Strategist, Zachary Griffiths, discuss CreditSights' full outlook for 2023, take a look at how market calls for 2022 fared and contemplate the Fed's next move.
Our analysts focus on areas of convergence in the TMT sector.
Down and Out or Out on the Town: Consumer Trends for ’23
Our panelists focus on shifting consumer purchasing patterns and expectations for 2023, including the impacts of inflation, recession, category fatigue and supply chain disruption in the context of relatively strong household financial profiles.
Commodities: Soft Landing or Hard Stop?
Our oil and gas, basics and power analysts discuss trends they're seeing in commodities and give their insights into 2023 for commodities themselves and the impacted companies in their coverage.
On Borrowed Time: New Issue Views
Our analysts are joined by Credit Agricole's Head of American Debt Capital Markets, Ivan Hrazdira, and Fitch Ratings' Head of North American Corporates, MeganNeuburger, to discuss primary market expectations in 2023.
Banks and Financials: Icarus or Cerberus?
Our panel of top financials analysts discusses their fundamental sector outlooks and how to position amid higher interest rates and a weakening global macroeconomic backdrop.
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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