Global Market Update | Key Legal Headlines & What’s Next for Credit Markets

Описание: Welcome to the CreditSights Global Market Update! [Please note: This webinar was broadcast on September 4, 2025]
In this session, we discuss the late-2025 setup and early-2026 outlook across US, European, and EM credit and rates, plus a special deep-dive on legal and policy risks shaping markets. We cover August performance, the US labor market and NFP preview, curve steepening and long-end yields, sector moves, primary issuance, EM highlights, and a Special Situations segment on Fed independence, tariff litigation, and potential government intervention in corporates.

Speakers
• Winnie Cisar, Global Head of Strategy, CreditSights
Host and moderator; macro wrap, EM and issuance overview, and audience polling.
• Zachary Griffiths, CFA, Head of IG & Macro Strategy, CreditSights
US rates and credit: curve dynamics, IG/HY performance, sector movers, and NFP/rate-cut implications.
• Logan Miller, Head of Euro Strategy, CreditSights
Euro and sterling credit: spreads, political risk (France, Netherlands), long-end moves, and sterling duration views.
• Mark Lightner, J.D. Head of Special Situations Legal Research, CreditSights
Fed independence and Governor Cook litigation, tariffs/IEEPA and SCOTUS path, and government stakes in corporates.

Audience Poll Highlights
• US labor market assessment: “Solid but weakening” was the top response; “Weak and weakening” was second.
• 30-year US Treasury at end-2025: 57.8% expect below 5%.
• 2026 driver of credit spreads: Macroeconomic fundamentals led (43.7%), followed by fiscal policy, then monetary policy; technicals ranked last.

Timestamps
00:00 - Introduction & CreditSights Anniversary
03:00 - Audience Poll 1: Labor Market Assessment
04:35 - August Market Performance Review
05:28 - Audience Poll 2: Treasury Yields Forecast
06:09 - US Credit Markets Analysis
09:53 - European Credit Markets Performance
14:25 - Private Credit Market Default Trends
17:23 - U.S. Credit Sector Returns
21:50 - Audience Poll 3:Key Driver of Credit Spreads
25:52 - Audience Poll 4: Governor Cook Litigation Update
41:27 - Audience Poll 5: Tariffs Litigation
48:57 - Government Stakes In Private Companies
53:13 - Supreme Court Cases To Watch
57:40 - Conclusion & Key Takeaways

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