CreditSights

iHeartMedia: A Closer Look at the Secured 2028s What do iHeartMedia's recent exchange offers mean for the Secured 2028s? ???? Our latest report delves into the key aspects of iHeartMedia’s recent financial maneuvers and their implications for bondholders. Discover detailed insights on: ?? iHeart's recent exchange offers and the Transaction Support Agreement (TSA) ?? Consent and participation rates for the Secured 2028s ?? Potential impacts of the drop-down transaction on existing covenants ?? Aggressive interpretations of the "Consolidated Total Leverage Ratio" definition Get the full breakdown and understand how these changes could affect your investments. ?? https://hubs.li/Q02YXl7h0

?? Global Autos: Joining the Dots on Production How will new tariffs impact the global auto sector? ?? Dive into our latest report to explore the future of the auto industry under Trump's potential new tariffs. This comprehensive analysis covers crucial aspects of the market and offers valuable insights into the challenges and opportunities ahead. ? In-depth market analysis for US, Europe, and China ? OEMs most affected by new tariffs ? Strategic paths for automakers Don't miss out on these critical insights that could shape the future of the auto industry. ?? https://hubs.li/Q02YXhHQ0

?? The Agenda for the CreditSights U.S. Outlook Conference is now available! ??Thursday, December 5th, 2024 ??8:30am – 3:00pm EST ??Hearst Tower - 300 W 57th St, New York, NY 10019 Join us for a day of insightful discussions and expert analysis on: ?? Credit and Finance Outlooks ?? Sector Spotlights ?? Fundamentals and Valuations ?? To secure your spot, please make sure to register through this link: https://lnkd.in/eDpSMvhA We look forward to seeing you in New York! This event will be first come first served, once we hit capacity any new registrants will be moved to a waitlist. As soon as space is available a member of the team will be in touch.?

?? Defensive High Yield Picks to Start 2025! ?? Looking for standout opportunities in the high yield bond market? Dive into our latest research to learn about: ? Impact of the post-election rally on credit spreads ? Defensive trade ideas focusing on high-quality issuers ? Top picks across 12 sectors, including Carvana, Equitrans Midstream, and Royal Caribbean Discover why these issuers are poised to outperform and how they can enhance your portfolio. Don't miss out on these insights – read more now! ?? https://hubs.li/Q02YM2Wq0

?? Uncover the Future of U.S. Banks Post-2024 Election! ?? Wondering which banks are set to soar or stumble? Our latest analysis breaks down the financial landscape post-election, identifying the probable winners and potential losers. ? Detailed examination of regulatory changes and their impact ? Analysis of top-performing banks poised for growth ? Identification of sectors likely to face increased risks ?? Stay Informed: Click the link to read the full report and gain valuable insights! https://hubs.li/Q02Yxv3W0

?? Exciting updates in the Euro TMT market! ?? Curious about Italy's telecom sector and the latest developments? Dive into competitive pressures, broadband and mobile market dynamics, strategic initiatives, and mergers that are shaping the industry. ?? Key players analyzed: ?? Telecom Italia ?? OPTICS ?? Iliad ?? CK Hutchison ?? Swisscom ??Stay Ahead: Click the link to read the full report and gain valuable insights! https://hubs.li/Q02Ydfpl0

?? US Weekly Insights: Secondary Takes Center Stage Post-Election Last week, the secondary market took the spotlight as investors digested pivotal earnings reports and the decisive outcome of the US election, with key highlights including: ? Platinum Equity-backed Jostens' TLB and SSNs landing tight to talk ?? Strong secondary market performance driven by political and economic developments ?? Movers in various sectors from the incoming administration's impact Dive into the full read to stay ahead of the market trends and understand the dynamics shaping the weeks leading up to Thanksgiving. ??https://hubs.li/Q02YcXf50

Season Finale Alert!????Tune in to the "Know More. Risk Better." podcast as Winnie Cisar and Zach Griffiths break down post-election market dynamics. They dive into market optimism, inflation risks, and potential impacts of policy shifts. Are the markets too optimistic? What risks are on the horizon? How will 2025 shape up? Don't miss this must-listen episode!??? https://lnkd.in/e8EQRDxh

???? Our new issuance reports are your go-to resource for timely and insightful analysis on the latest deals in the market. Invaluable for the world's financial decision-makers, our reports offer unparalleled insights and quick turnaround to keep you ahead of the curve. ?? A busy day for AT1s with three new deals in the market! Our team has been hard at work, publishing detailed insights on the new USD deals from SocGen and NatWest, as well as the Euro deal from Deutsche Bank. We delve into our thoughts around these deals, their relative value, and our expectations on pricing: ?? NatWest: New USD AT1: https://hubs.li/Q02YbMY40 ?? Société Générale: New $ AT1 Thoughts: https://hubs.li/Q02YbRk80 ?? Deutsche Bank: New EUR AT1: https://hubs.li/Q02YbSKJ0 Rely on CreditSights for timely and insightful market intelligence. ??? #FixedIncome #CreditMarkets #NewIssuance #AT1 #InvestmentInsights #CreditSights

?? The Agenda for the CreditSights European Outlook Conference is now available! ??Thursday, December 5th, 2024 ??8:30am – 5:00pm GMT? ??Convene – 22 Bishopsgate, London, EC2N 4BQ Join us for a day of insightful discussions and expert analysis on: ?? Credit and Finance Outlooks ?? Sector Spotlights: Automotive, Real Estate, Utilities ?? Special Situations and Emerging Markets ?? Fundamentals and Valuations ?? To secure your spot, please make sure to register through this link: https://lnkd.in/eqnu4QdJ We look forward to seeing you in London!