Deep dives on what is driving the credit markets from the CreditSights analysts covering the markets.
In Part 2 of our series with Glenn Reynolds, CreditSights’ Co-founder and Global Macro Strategist, Glenn recounts the highs and lows of the past 20 years, and why founding CreditSights was a risk that paid off.
CreditSights’ Co-founder and Global Macro Strategist, Glenn Reynolds, discusses what he’s seen in the markets over the course of his career, from 1980s inflation through the beginning of our current credit cycle.
CreditSights’ Senior Telecom Analyst, Davis Hebert, discusses the nearly $100 bn auction for the C-Band spectrum, and its implications for 5G, and the impacts on AT&T and Verizon balance sheets.
CreditSights’ Senior Semiconductor Analyst, Andy Li, discusses shortages in customer end markets, the global chip landscape, and the implications for credit fundamentals.
CreditSights’ Head of Quantitative Strategy, Kai Gilkes, discusses the CreditSights US high yield 2021 default forecast.
CreditSights’ Senior Auto Analyst, Hitin Anand, talks to the 2021 outlook, the regulatory environment, and the inflection point for EVs.
We present our CreditSights' Weekly Wrap from November 13th, a discussion between Head of IG, Erin Lyons, and Senior Municipal Strategist, Patrick Luby, as they discuss the challenges state and local governments are facing, and how they too are building liquidity.
CreditSights’ Senior Media Analyst, Hunter Martin, and Senior Special Situations Analyst, Matt Zloto, discuss the stress from coronavirus on the cinema sector and frame out the limited options ahead for leading exhibitor, AMC Entertainment.
CreditSights’ Head of US Financials, Jesse Rosenthal, revisits our “This Time is Different” theme from earlier this year, and frames the surprisingly strong position of US banks.
CreditSights’ Senior TMT Analyst, Mary Pollock, discusses how to value Softbank, a topic that never fails to spark debate across financial markets.
