Know More. Risk Better.

In this special episode of "Know More. Risk Better," host Zachary Griffiths is joined by the Head of Transportation and Aerospace, Matt Woodruff, CFA to discuss the recent alarming incident on an Alaska Airlines flight involving a Boeing 737 Max 9. They explore the event's implications for Boeing's financial situation and the impact on the bond market. Woodruff also provides an overview of Boeing's history with the 737 Max family, shedding light on the company's strategic decisions and the pressures facing its signature aircraft line. This episode promises to offer professional insight into the aerospace industry's current challenges and the financial repercussions for one of its key players.

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.

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.  

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.

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.

On this week's "Know More. Risk Better." Podcast, Conor Beakey, North America Analyst at BMI of Fitch Solutions, discusses the fiscal deficit situation in the US. He delves into the potential implications of the deficit on the global markets, and additionally, offers valuable insights into the economic outlook and deficit projections for the year 2024.

On this week's "Know More. Risk Better." Podcast, Managing Editor of US Leverage Loan at LevFin Insights, Kerry Kantin, discusses the origins of LevFin Insights and how its news and data can be applied to the loan market; she also dives into the state of the leverage loan market in the last quarter.

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.

CreditSights Senior US IG Strategist and Rates Market expert, Zachary Griffiths, CFA, discusses whether UST yields are going higher, explores inflation concerns, the outlook for the Fed and provides opportunities heading into 2024.

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.

We present our CreditSights’ Weekly Wrap from September 18th, a discussion between Head of IG, Erin Lyons, our US Tech Analysts Jordan Chalfin and Andy Li about recent big M&A deals in the sector.

CreditSights' Senior Healthcare Analyst, Eric Axon, breaks down the conundrum of high drug prices in the US and frames the upcoming Presidential election.