Know More. Risk Better.
Deep dives on what is driving the credit markets from the CreditSights analysts covering the markets.
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Global Market Update: 2H26/1H27 Outlook for the US & Europe
<p>In this episode of the Know More. Risk Better. podcast, the discussion examines how resilient economic growth, elevated interest rates, and strong market technicals are shaping the outlook for global credit markets through 2H26 and into 2027. Winnie Cisar is joined by Zachary Griffiths and Logan Miller to assess the impact of evolving Fed and ECB policy expectations, labor market strength, and persistent demand for yield across credit markets. <br />The conversation explores tight credit spreads, fund flows, duration and sector positioning, and differences between U.S. and European credit dynamics, while also addressing AI-driven market optimism and the key risks tha...
Payrolls to Private Jets: Lessons From 4 Decades on Wall Street
<p>In this episode of the Know More. Risk Better. podcast, the conversation explores how decades of experience across major market cycles are shaping today’s views on macro dynamics, interest rates, and investor behavior. Zachary Griffiths is joined by Mike Schumacher to reflect on key turning points including the 2008 financial crisis and earlier market dislocations, and to discuss how shifting incentives, capital flows, and central bank policies continue to influence market outcomes. </p> <p>They examine the balance between fundamentals and technicals, the growing role of investor behavior, and the resilience of markets amid geopolitical shocks, alongside the near-term inflati...
Europe Autos Reset: Competition, Costs and Credit Risks
<p>In this episode of the Know More. Risk Better. podcast, the conversation explores how cyclical weakness and structural disruption are reshaping the outlook for European autos and influencing credit markets. Logan Miller is joined by Jim Williamson to discuss the growing impact of Chinese EV competition on market share, margins, and the long-term positioning of European OEMs, alongside lessons from historical US-Japan auto competition. </p> <p>They examine the divergence between credit and equity signals, the role of protectionism and cost pressures, and how shifting fundamentals could affect investor risk sentiment. The episode delivers a clear, forward-looking perspective to he...
U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy
<p>In this episode of the Know More. Risk Better. podcast, Winnie Cisar introduces a special episode featuring a replay of CreditSights’ U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy webinar, exploring how evolving market conditions are shaping stressed and distressed credit dynamics.</p> <p>Mark Lightner is joined by Winnie Cisar, Jory Eisenberg, Ian Feng, and Patrick Holohan to discuss the market outlook, sector themes, and the growing role of liability management exercises, litigation, and bankruptcy in credit outcomes. They examine defaults, distress trends, and evolving transaction structures, offering practical insights on valuation and positioning. The episode delivers cl...
Conflict, Commodities and the Price of Disruption
<p>In this episode of the Know More. Risk Better. podcast, the conversation explores how disruption in the Strait of Hormuz is reshaping global trade flows, oil markets, and supply chain resilience, and how these dynamics are influencing market outcomes. Zachary Griffiths is joined by Chiedza Madzima at BMI to discuss the scale of shipping constraints, why oil prices have remained resilient despite logistical strain, and when physical shortages could begin to impact markets. <br />They examine investor expectations, policy responses, and longer term implications for maritime choke points and supply chain design, offering practical insights on how operational risks transla...
The Ins and Outs of European Hybrids
<p>In this episode of the Know More. Risk Better. podcast, the conversation explores the growth, structure, and investment appeal of corporate hybrids, and how evolving market dynamics are shaping their role in issuer capital structures. Logan Miller is joined by Andrew Moulder to discuss the expansion of the hybrid market beyond utilities, the key benefits including higher yields, tax and accounting advantages, and the associated risks such as extension risk and refinancing challenges. <br />They examine investor demand, market sentiment, and future growth prospects, offering practical insights on valuation and positioning. The episode delivers clear, forward-looking perspective to help inve...
Why Markets Underprice the Return of Clean Energy Credits
<p>In this episode of the Know More. Risk Better. podcast, the conversation explores how shifting energy markets, geopolitical developments, and evolving policy dynamics are shaping the outlook for US power and clean energy. Zachary Griffiths is joined by Andy DeVries to discuss the divergence between oil and natural gas prices, the impact of rising data center demand on power markets, and a contrarian view that clean energy tax credits are likely to return. <br />They examine implications for wind and solar growth, power price trajectories, and investment positioning across utilities and energy assets. The episode delivers practical, forward-looking insight to...
Clearing the Runway: Spirit’s Exit and Fuel Shock
In this episode of the Know More. Risk Better. podcast, host Zachary Griffiths speaks with Matt Woodruff, Head of Aerospace & Defense and Transports, about the evolving dynamics of the U.S. airline industry and the factors reshaping profitability in 2026. They unpack the collapse of Spirit Airlines, examining the pressures facing ultra low cost carriers and the competitive response from major airlines. The discussion explores the impact of rising fuel costs, the growing importance of loyalty programs, and the role of premium demand in a K-shaped economic recovery. They also assess the outlook for consolidation, including potential mergers and strategic positioning...
Leveraged Loans in Flux: Volatility, AI and Market Shifts
<p>In this episode of the Know More. Risk Better. podcast, the conversation unpacks how shifting rate expectations, geopolitical uncertainty, and evolving market dynamics are shaping the leveraged loan market. Winnie Cisar is joined by Kerry Kantin to discuss the sharp shift in market sentiment, slowing issuance, and the challenges facing refinancing and deal timing amid volatility. They explore the rise of AI infrastructure and data center financing, changing dynamics between loan and high yield markets, and the evolving relationship with private credit. The episode delivers timely insight to help investors better navigate today’s complex leveraged finance landscape with greate...
Europe Macro: Digesting Higher Rates & Energy Prices
In this episode of the Know More. Risk Better. podcast, host Logan Miller speaks with Anwita Basu, Head of Country Risk for Europe at BMI, about Europe’s macro outlook, geopolitical pressures, and evolving credit risks in 2026. They discuss how repeated crises have reshaped Europe’s strategic priorities, from energy transition and defense spending to fiscal coordination and competitiveness. The conversation examines the impact of Middle East tensions on energy prices, Europe’s role as a price taker, and the risk of prolonged stagflation amid weak demand and higher-for-longer interest rates. They also explore Germany’s expansionary fiscal stance, housing market p...
