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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.
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.
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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