US Market Update: Liberation, Nine Days Later
Date: April 11, 2025
Presenters:
Winnie Cisar, CreditSights, Global Head of Strategy
Andy DeVries, CFA, CreditSights, Head of Investment Grade & Utilities
Eric Axon, CFA, CreditSights, Co-Head of High Yield & Head of Health Care
James Goldstein, CFA, CreditSights, Head of Retail
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Join the CreditSights team to discuss the fallout from “Liberation Day” including cross market performance, damage across sectors and the outlook heading into earnings season.
Why Attend?
- Global Head of Strategy, Winnie Cisar, will provide a recap of rates and spread changes and an update to the outlook for valuations.
- Winnie will host a conversation with key senior members of the CreditSights analyst team to identify where value has been created and where more damage could occur.
- Head of Retail, James Goldstein, will quantify what tariff rates (so far) mean for the retail sector and whether caution is still warranted.
- CreditSights Head of IG & Utilities, Andy DeVries, and Eric Axon, Co-Head of High Yield and Head of Health Care, will join to provide a survey of top picks and pans across the broader analyst team, including a closer look at the more defensive sectors in their coverage.
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