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Take Notes

S&P Global Ratings’ structured finance podcast and the credit events of your day. Tune in as your hosts Jim Manzi and Tom Schopflocher explore hot topics across the structured finance and global markets. Listen and subscribe to this podcast on Apple Podcasts and Spotify.
Date:
    7 Apr 2025
Series:
    Take Notes
Podcast Title:

Take Notes - Consumers Facing Inflation And Affordability Challenges Despite Low Unemployment

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Date:
    4 Feb 2025
Series:
    Take Notes
Podcast Title:

Take Notes - The Impact Of The LA Wildfires On California's Property Insurance, Housing Finance, And State Creditworthiness

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Date:
    22 Jan 2025
Series:
    Take Notes
Podcast Title:

Take Notes - 2025 Structured Finance Outlook

Our 2025 U.S. and Canada structured finance outlook forecasts total structured finance issuance of $839 billion, up across the board in all sectors. Collateralized loan obligations should once again have a record year. We’re seeing some collateral performance deterioration in consumer loans and commercial mortgage-backed securities. A re-emergence of inflation and the resulting impact on rate cuts is the biggest risk to our base case expectations. Related Research: 2025 U.S. And Canada Structured Finance Outlook

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Date:
    20 Dec 2024
Series:
    Take Notes
Podcast Title:

Take Notes - The Rise Of U.S. CLO ETFs

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Date:
    6 Dec 2024
Series:
    Take Notes
Podcast Title:

Take Notes - Why TGIF Funding LLC’s Series 2017-1 Class A-2 Was Downgraded

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Date:
    15 Nov 2024
Series:
    Take Notes
Podcast Title:

Take Notes - U.S. BSL CLO Market Roars Back To Life In 2024, With Cautious Optimism For Leveraged Finance

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