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Pulse of Industrials: Demand Trends, Supply Chains, and M&A
CreditSights analysts provide insights on manufacturing sectors and share credit picks for 2024.
US Consumer: Eat the Rich or Eat the Risk?
A relatively robust landscape for consumer spending isn't without pockets of weakness. CreditSights analysts look for the cracks.
Election 2024: Survival of the Oldest
A world of higher rates brings US fiscal health to the fore as a potential campaign issue and ultimately as a key input to policy in the next legislative cycle.
The Asia Credit Wrap: November 2023
Our senior analysts presented the most topical issues in the Asian credit market over the month of November in a fireside chat format.
In Part 2 of the GLP 1s series, analysts, James Dunn, and Maryum Ali, CFA, discuss the potential effects of GLP 1s on both the U.S. and European consumer sectors.
In this episode, Eric Axon, Senior Healthcare Analyst & Co-Head of HY, Josh Esterov, Senior Insurance Analyst and Jory Eisenberg, Senior Special Situations Analyst come together to discuss the GLP1s and Healthcare.
Consumer analysts, James Goldstein, CFA, James Dunn, and David Bussey, CFA join our Global Strategy team in this month's Global Market update to discuss Consumer outlooks as we approach the holiday season.
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.
Global Market Update: November 2023
CreditSights analysts share updates on the U.S., European, and emerging markets and our consumer spending outlook.
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.
The Asia Credit Wrap: October 2023
Our senior analysts presented the most topical issues in the Asian credit market over the month of October in a fireside chat format.
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.
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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