Episodes

Tuesday Apr 21, 2020
Tuesday Apr 21, 2020
CreditSights’ Head of US Financials, Jesse Rosenthal, recaps the recent round of bank earnings. We discuss bank reserving, CECL implementation, the yield curve, and bank dividends.

Tuesday Apr 21, 2020
Don't Fight the Fed: A Conversation with US IG Strategist Erin Lyons
Tuesday Apr 21, 2020
Tuesday Apr 21, 2020
CreditSights’ Co-Head of Investment Grade, Erin Lyons, discusses our outlook for US IG credit. We discuss Fed interventions, market technicals, and the economy under shelter-in-place policies.
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