Episodes
Tuesday Jan 16, 2024
New Year, New Market
Tuesday Jan 16, 2024
Tuesday Jan 16, 2024
Season 5 is here! Dive into the latest financial currents with CreditSights' analysts Winnie Cisar and Zachary Griffiths, CFA as they unpack the early 2024 market trends and how it impacts their 2024 credit/rates market expectations in this must-listen episode. From dissecting the modest upside surprise to December CPI data to analyzing Treasury auction demand and exploring the surge in corporate issuance to start the year, get the strategic insights you need to navigate the shifting landscapes of the fixed income markets. Tune in to uncover the balance between risk and opportunity that awaits investors this year.
Tuesday Nov 21, 2023
US Banks Update
Tuesday Nov 21, 2023
Tuesday Nov 21, 2023
Join our host, Zachary Griffiths, alongside CreditSights, Head of Banks, Jesse Rosenthal and Senior Banks Analyst, Peter Simon, CFA, as they delve into the Q3 earnings of US banks, analyze the current state of the consumer credit sector, and examine the implications of regulatory changes on the banking industry.
Friday Nov 17, 2023
GLP 1s and Consumer - Part 2
Friday Nov 17, 2023
Friday Nov 17, 2023
Analysts Maryum Ali and James Dunn join host Winnie Cisar to discuss the potential effects of GLP1s on both the U.S. and Europe consumer sectors.
Wednesday Nov 15, 2023
European Corporate Hybrids
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
CreditSights, Head of European Strategy, Logan Miller, joins our host Zachary Griffiths, CFA, to discuss the role of corporate hybrid bonds in the European market. Together, they review the impact of low-interest rates, the performance of hybrids amidst market volatility and projections for 2024.
Friday Nov 10, 2023
GLP 1s and Healthcare - Part 1
Friday Nov 10, 2023
Friday Nov 10, 2023
Listen to latest episode of the "Know More. Risk Better." podcast, where Eric Axon, Senior Healthcare Analyst & Co-Head of HY, Josh Esterov, Senior Insurance Analyst, and Jory Eisenberg, Senior Special Situations Analyst, unite to discuss GLP1s and healthcare. In addition, they share their viewpoints on the weight loss industry, highlighting several weight loss and diabetes prescription drugs.
Wednesday Nov 08, 2023
U.S. Consumer Update
Wednesday Nov 08, 2023
Wednesday Nov 08, 2023
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.
Friday Nov 03, 2023
FOMC and Treasury Refunding
Friday Nov 03, 2023
Friday Nov 03, 2023
On this week's "Know More. Risk Better." Podcast, Head of US IG and Macro Strategy, Zach Griffiths CFA and our host Winnie Cisar, Head of Global Strategy discuss the recent Fed Press Conference and the policy statement. They also delve into the impact of the treasury refunding announcement on treasury yields, the economic data points and final quarter projections.
Wednesday Nov 01, 2023
Energy M&A
Wednesday Nov 01, 2023
Wednesday Nov 01, 2023
Senior analyst Chas Johnston, CFA, shares his thoughts on the two recent mega M&A deals between Exxon and Pioneer, and Chevron and Hess.
Wednesday Oct 25, 2023
China Macro Part 2
Wednesday Oct 25, 2023
Wednesday Oct 25, 2023
On this week's "Know More. Risk Better." Podcast, CreditSights Senior Analyst in North Asia Corporates, Zerlina Zeng CFA , discusses all things China Macro. She spotlights graduate unemployment, the China property market. She also delves into the impact of travel and tourism on the Chinese economy, whilst touching on the banking system.
Tuesday Oct 24, 2023
New Coverage: IG Homebuilding
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
On this week’s podcast episode, 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.