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2023 Sector Outlook: US Autos

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.

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.

Credit Market Oral History Part 2: 10-Year Cycles, 7-Year Memories

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.  

Credit Market Oral History Part 1: 10-Year Cycles, 7-Year Memories

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.

Sky’s the Limit in C-Band Auction

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.

Semiconductors' Trailing Edge

CreditSights’ Senior Semiconductor Analyst, Andy Li, discusses shortages in customer end markets, the global chip landscape, and the implications for credit fundamentals.

Passing the Peak

CreditSights’ Head of Quantitative Strategy, Kai Gilkes, discusses the CreditSights US high yield 2021 default forecast.

Electrifying the Auto Outlook

CreditSights’ Senior Auto Analyst, Hitin Anand, talks to the 2021 outlook, the regulatory environment, and the inflection point for EVs.