| Date |
Synopsis
| Length |
| 9/3/2010 |
S&P Industry Survey: Apparel & Footwear: Retailers and Brands
What do back-to-school shoppers have in store for retailers? Is this year's holiday season going to be cheerful? Is offline shopping going out of style to make room for e-commerce and mobile shopping? Join Marie Driscoll and Eileen Martines as they discuss trends in the Apparel & Footwear: Retailers & Brands industry.
|
00:09:23
|
| 9/2/2010 |
Mediocre Back-To-School Sales Could Herald Uncertain Holidays For U.S. Retailers
Back-to-school sales often indicate what retailers can expect for the holiday shopping season. And consumer confidence usually plays a key role in the outcomes. What can retailers expect this holiday season? In this CreditMatters TV segment, Standard & Poor’s Senior Director Jerry Hirschberg discusses the mostly likely scenarios and how the rest of the year could play out for the retail sector.
|
00:07:37
|
| 8/30/2010 |
Righting The Ship: Battered U.S. Life Insurance Sector Could Stablize In 2010
After more than two years of weak credit quality and turbulent capital markets, the U.S. life insurance sector is moving to restore stability by reducing risk in asset portfolios, maintaining greater liquidity, and decreasing costlier annuity offerings. In this podcast, Standard & Poor’s credit analysts Greg Gaskel and Kevin Ahern discuss the key issues facing the sector and the potential for a post-downturn recovery in 2010.
|
00:32:45
|
| 8/27/2010 |
A Wrap of Key Credit Issues Facing New Zealand Non-Bank Financial Institutions
Standard & Poor’s has recently downgraded a number of New Zealand non-bank deposit takers. What are the current issues driving the creditworthiness of this sector and what is Standard & Poor’s outlook? Tune in as Standard & Poor’s Director Peter Sikora talks about the challenges ahead for this sector.
|
00:06:35
|
| 8/27/2010 |
Rieger Report: Municipal Bonds Rally for Seventh Week in a Row
For the seventh week in a row, tax-exempt municipal bond prices have risen while municipal yields have come down and hit lows not seen in decades. Listen to J.R. Rieger discuss the rally and how the performance of muni bonds compares to the S&P 500 and other S&P Fixed Income Indices.
|
00:06:41
|
| 8/27/2010 |
S&P Industry Survey: Oil & Gas Production & Marketing
Overview of the August 26, 2010 S&P Industry Survey on Oil & Gas Production & Marketing, featuring Tina Vital, S&P’s Integrated Oil & Gas Equity Analyst, and Eileen Martines, Editor of Industry Surveys.
|
00:09:01
|
| 8/27/2010 |
S&P Industry Survey: Oil & Gas Equipment & Services
Join Stewart Glickman, Standard & Poor's Oilfield Services & Drilling Equity Analyst and Eileen Martines, Editor, Industry Surveys as they discuss the catastrophic blowout in the US Gulf and its reverberating environmental, political and economic impact on the industry, country and world.
|
00:10:57
|
| 8/25/2010 |
Economic Update: Record-Breakingly Bad
Standard & Poor's Senior Economist Beth Ann Bovino notes that while the housing market continues to reel from the expiration of the homebuyer tax credit, other data continue to point to an economic slowdown. While we still expect a half-speed recovery, the downside risk to our forecast has increased.
|
00:02:41
|
| 8/25/2010 |
U.S. Capital Goods Issuers' Credit Quality Is Mainly Stable As Industrial Markets Improve
The credit quality of many rated U.S. capital goods companies continues to stabilize as we enter the second half of 2010. In this CreditMatters TV segment, Standard & Poor's credit analysts Gregoire Buet and Dan Picciotto discuss our stable outlooks on 12 large companies in the sector, four of which started the year with negative outlooks, as well as lingering industry credit risks.
|
00:09:09
|
| 8/24/2010 |
Managing Credit & Counterparty Risk Part 2: "The View From The Market"
Counterparty risk is highly topical, given market events since the last 2-3 years. In response to counterparty failures, and some unexpected consequences, how are investors and lenders responding? Join Rory Manchee, Managing Director, S&P Valuation & Risk Strategies as he addresses some of the challenges facing market participants.
|
00:10:42
|
| 8/24/2010 |
The U.S. Apparel Industry Is On The Mend, But Headwinds Loom
As the economy continues to recover, investors are wondering how the U.S. apparel industry is faring with still-weak discretionary consumer spending and possible increases in production costs looming. In this podcast, Standard & Poor’s credit analyst Linda Phelps discusses the current state of the industry, including recent M&A activity and our expectations for top-line growth, gross profit margins, and ratings.
|
00:16:46
|
| 8/23/2010 |
The Rieger Report: Municipal Bond Prices Continue to Rise as Yields Continue to Fall to Record Lows
This week, Build America Bonds, as measured by the S&P Municipal BAB Select Index, saw yields drop by 30 basis points thanks to the steady demand created in part by taxable muni bonds’ low default risk and attractive yields. For tax-exempt municipal bonds, prices have continued to rise as yields decline to record lows. To hear more performance results and analysis, listen to this week’s Rieger Report.
|
00:05:58
|
| 8/23/2010 |
The U.S. Gaming Industry Is Stable, But The Asian Markets Are On A Roll
After a good first quarter on the Las Vegas Strip, gaming revenues declined 5% in the second quarter, and recent economic trends are concerning. Regional markets, in general, are relatively stable, except for continued weakness in Atlantic City. The Macau gaming industry is performing extremely well, and early signs from Singapore are promising. In this CreditMatters TV segment, Standard & Poor's Director Ben Bubeck discusses the gaming industry's recent performance, rating trends, outlook, and more.
|
00:07:21
|
| 8/23/2010 |
The U.S. Railcar Manufacturing Sector Is On A Slow Track To Recovery
After a period of weak demand, the credit quality of U.S. railcar manufacturers appears to have stabilized with the return of new orders. In this CreditMatters TV segment, Standard & Poor's credit analysts Robyn Shapiro and Gregoire Buet discuss why, despite the industry's year-over-year improvement, it may take some time for ratings to return to where they were before the recession.
|
00:08:43
|
| 8/20/2010 |
S&P Industry Survey: Biotechnology
Overview of the August 19, 2010 S&P Industry Survey on Biotechnology, featuring Steven Silver and Eileen Martines
|
00:09:58
|
| 8/19/2010 |
Why The U.S. Airline Credit Outlook Is Cautiously Optimistic After A Turbulent 2009
Earnings markedly improved for U.S. airlines in second-quarter 2010. Stronger revenues, especially from higher ticket prices and added fees, more than offset higher fuel costs. However, the airlines still have weak balance sheets and face continuing longer-term risks. In this CreditMatters TV segment, Standard & Poor's Managing Director Philip Baggaley discusses the risk factors for the industry and our outlook and recent rating actions on these companies.
|
00:06:58
|
| 8/18/2010 |
Economic Update: Slightly Warmer
Standard & Poor's Chief Economist David Wyss notes that the economic news this week is a little bit better than last week's, and certainly the market reaction to it has much improved.
|
00:02:59
|
| 8/18/2010 |
A Rising Tide Lifts All Ships: Recovery Is Under Way In the Cruise Industry
After a terrible 2009, recovery is ongoing in 2010 for the industry as a whole. All ratings have stabilized due, in part, to strong booking trends, increasing year-over-year ticket prices, and improving margins. In this CreditMatters TV segment, Standard & Poor's Director Emile Courtney discusses the industry's growth prospects and potential for improved ratings.
|
00:07:20
|
| 8/18/2010 |
U.S. Manufacturing's Recovery Is Steady But Slow, And The Credit Outlook Is Stable
The U.S. manufacturing sector is slowly recovering, largely on the strength of productivity gains. Nearly 75% of the rated companies in the sector maintain stable rating outlooks, the aerospace and defense segments are seeing increased orders, and companies within the automotive segment continue to benefit from improved production and revenues. The potential for increased strategic, prudently-financed M&A activity presents opportunities for upgrades, but the specter of a double-dip recession is still a cause for caution. In this CreditMatters TV segment, Standard & Poor’s Managing Director Tom Kelly discusses developments within the sector and our credit outlook.
|
00:11:15
|
| 8/16/2010 |
Which Will Fare Better In The Recovery, Stand-Alone Or System Hospitals?
The health care sector seems to have emerged from its bout of poor performances and effectively stabilized. Now the question is whether stand-alone or system hospitals are in a better position to take advantage of the upturn and experience long-term growth. Standard & Poor's Managing Director Martin Arrick discusses the two approaches, their relative strengths, and outlook for the sector as a whole.
|
00:15:54
|
| 8/13/2010 |
The Rieger Report: Munis Continue Upward Trend, Yields Decline for Fourth Week in a Row
Yields on the 10 Year U.S. Treasury Bond have declined 29 basis points since month-end, as tax-exempt muni bond prices continue to rise. For more performance results, and to find out which muni sectors have contributed to the 44 muni issuer defaults seen so far this year, listen to this week’s Rieger Report.
|
00:06:35
|
| 8/11/2010 |
Implications for Allied Nationwide Finance Investors As Ratings Lowered to 'CC'
The New Zealand Non Bank Deposit Taker sector continues to face challenges due to its susceptibility to liquidity and funding risks. A material weakening in liquidity is behind S&P's latest rating action in the sector, with Allied Nationwide Finance Ltd's long term rating lowered to 'CC'. S&P Director, Peter Sikora discusses the implications for investors.
|
00:04:53
|
| 8/11/2010 |
Economic Update: Continued Weak Recovery
Standard & Poor's Chief Economist David Wyss notes that all the economic numbers that have been coming in are below expectations. Growth is expected to continue, and for the next few quarters, so will the below-trend pace.
|
00:02:45
|
| 8/10/2010 |
Not Just A Lot Of Hot Air: Environmental Mandates, Renewable Energy, And The Regulated Utilities Industry
The cost of compliance and ability to recover are two of the key issues facing the U.S. electric utility industry as tighter standards are being proposed in Congress. In this CreditMatters TV segment, Standard & Poor’s Director Gerrit Jepsen discusses the potential effects of new environmental regulations on companies and how they may react to minimize the resulting financial burden.
|
00:04:36
|
| 8/9/2010 |
U.S. Electric Utilities Are Looking To Recharge After A Draining Recession
As the effects of the recession on the U.S. electric utility market start to wane, we expect increases in capital expenditures across the industry, including electric transmission. Despite this positive sign, however, project delays are cause for some credit quality concerns. In this CreditMatters TV segment, Standard & Poor’s Associate Director Gabe Grosberg discusses the state of the U.S. electric transmission sector and the major factors affecting credit quality.
|
00:07:22
|
| 8/9/2010 |
Why United Rentals' Credit Quality Has Improved Despite Equipment Rental Industry Weakness
Standard & Poor's recently revised its outlook on United Rentals Inc. to stable from negative on the company's improved liquidity. While the equipment rental business industry continues to suffer from the continuing decline in nonresidential construction spending, signs indicate that a potential recovery could begin as early as 2011. In this podcast, Standard & Poor’s credit analyst Helena Song discusses the outlook revision in depth and the health of the equipment rental business industry.
|
00:12:59
|
| 8/5/2010 |
What's Behind The Surge In Credit Quality Of Global High-Tech Companies
Credit quality in the global high-tech sector continued to strengthen substantially in second-quarter 2010 amid improving conditions in the semiconductor, components, and hardware industries. Upgrades now exceed downgrades by a three-to-one margin, and revenues could increase significantly in 2010. In this CreditMatters TV segment, Standard & Poor’s Managing Director Bill Wetreich discusses the favorable trends transforming the industry.
|
00:07:31
|
| 8/3/2010 |
Although Financial Reform Looms Large, Its Effect On U.S. Insurance Ratings Is Small
The Dodd–Frank Wall Street Reform and Consumer Protection Act will have no immediate impact on credit ratings for insurance agencies, and long-term adjustments will be slight. In this CreditMatters TV segment, Standard & Poor’s Managing Director Grace Osborne discusses some of the key elements of the new law for insurance companies and whether increased derivative regulation will alter their ratings.
|
00:05:44
|
| 8/3/2010 |
How Will Financial Reform Affect U.S. Bank Ratings? The Devil Is In The Details
The Dodd–Frank Wall Street Reform and Consumer Protection Act will no doubt have an impact on credit ratings for U.S. banks. However, uncertainties about the details of some of the provisions make it difficult, at this point, to ascertain all of the long-term credit implications. In this CreditMatters TV segment, Standard & Poor’s Senior Director Vandana Sharma discusses some of the provisions of the new law that are likely to have an immediate impact and key particulars that have yet to emerge.
|
00:07:05
|
| 8/2/2010 |
Why Latin American Economies Fared Well During The Global Downturn
The global recession and financial crisis affected the economies of Latin America much less harshly than most analysts and even government officials in the region would have predicted only two years ago. Was the region simply lucky? Or, did government policies play a key role? In this podcast, Standard & Poor's credit analyst Joydeep Mukherji answers these questions, and more.
|
00:16:06
|
| 8/2/2010 |
U.K. RMBS Ratings Could Withstand Higher Foreclosure Rates And House Price Declines
In this CreditMatters TV segment, Andy South, Standard & Poor's Head of European Structured Finance Research, discusses the results of our updated scenario analyses for the U.K. prime and nonconforming RMBS sectors. The outcomes demonstrate what combination of economic conditions and borrower behavior would likely lead to downgrades or upgrades over the next 18 months. South also looks at how the ratings have migrated over the past two years and compares the outcomes with the forecasts made in our original scenario analyses published in 2008.
|
00:07:30
|
| 7/30/2010 |
S&P Industry Survey: Broadcasting, Cable & Satellite
Amid continued shifts in media consumption patterns and the ever-increasing role of the Internet, Standard & Poor’s anticipates further regulatory developments by the FCC should help shape the evolution of broadband policy in the years ahead. Erik Kolb, Standard & Poor’s Broadcasting, Cable & Satellite equity analyst discusses how these events and the M&A activity and the privatization trend will likely have significant implications for industry.
|
00:11:25
|
| 7/30/2010 |
How North American Sports Leagues Stayed In The Game During The Downturn
Several team franchises within the major North American sports leagues have been hampered by sluggish ticket sales due to the recession. A couple have even filed for bankruptcy. However, Standard & Poor's maintains its overall favorable view of sports leagues’ business risk profiles. In this CreditMatters TV segment, John Bilardello, head of Corporate Ratings, provides an in-depth look at how the leagues have proved their resiliency amid a weak economy and what could lie ahead.
|
00:08:23
|
| 7/30/2010 |
The Rieger Report: Muni Yields Come Down, Driving Municipal Bond Prices Up
This week, tax-exempt bonds continued to seem undervalued relative to other fixed income asset classes and the muni high-yield sector of the municipal bond market outperformed other sectors, with an 8.35% total return so far this year. For more performance data and analysis, listen to this week’s Rieger Report.
|
00:05:29
|
| 7/30/2010 |
The Rieger Report: Eurozone Special Edition
While government bond markets often move at a glacial pace due to their vast size, the last six months have seen substantial shifts in the Eurozone government market. To find out which country’s debt provided the best return through mid-year and which countries gained and lost weight within the S&P Eurozone Government Bond Index, listen to the Rieger Report: Eurozone Special Edition.
|
00:04:04
|
| 7/28/2010 |
Increased Volatility Boosts Opportunities for Australian Equity Large-Cap Fund Managers
Australian equity large-cap fund managers have faced challenging market conditions recently. Increased volatility continues to test their stock picking ability and investment processes, along with their broader understanding of the macroeconomic environment. Equally this has also increased opportunities to add value. Join fund Associate James Gunn to learn why.
|
00:12:16
|
| 7/28/2010 |
Economic Update: Economic Aftershocks
Standard & Poor's Senior Economist Beth Ann Bovino notes that the housing market continues to feel the aftershocks of the recession now that the stimulus is gone. Data continue to point to a slowdown in the economy, though in line with the half-speed recovery we had expected.
|
00:03:02
|
| 7/28/2010 |
The Rieger Report: Tax-Exempt Municipal Bonds Have Positive Week, U.S. Treasury Bond Prices Fall
This week, yields on the 10 Yr Treasury bond ended Friday 6 basis points cheaper than the previous week, while municipal bond prices rose. For additional performance data, and to find out which state indices have underperformed so far this year, listen to this week’s Rieger Report.
|
00:05:09
|
| 7/26/2010 |
Why Optimism Is Growing In The U.S. Forest Products Sector
The U.S. forest products industry is getting a second wind, with the outlooks on many companies being revised to positive by Standard & Poor's. Discretionary cash flow throughout the industry, however, is expected to decrease. In this podcast, Standard & Poor's credit analyst Pamela Rice provides an in-depth look at the trends affecting the sector and what could be in store.
|
00:10:32
|
| 7/26/2010 |
The Gulf Disaster: What It Could Cost U.S. Oil & Gas Companies
So far, the estimated cleanup costs to companies associated with the oil spill could top out at $6 billion. Moreover, fines and penalties, depending on the amount of oil spilled, might reach $12 billion. In this CreditMatters TV video, Managing Director Andrew Watt discusses the scope of liabilities facing Anadarko Petroleum, BP PLC, and other oil companies. Topics include how the oil and gas industry could be affected in the wake of the disaster, regulation, and the moratorium on drilling.
|
00:05:56
|
| 7/26/2010 |
Changing Natural Gas Fundamentals And Recontracting Risk Prompt Rating Actions On Some U.S. Pipelines
Over the past few years, changes in U.S. natural gas supply fundamentals and recontracting risks have hampered the credit quality of some single-asset U.S. natural gas pipeline companies. In this podcast, Director Bill Ferara and Associate Director Jonathan Blankenheim take an in-depth look at the trends shaping the industry and what could lie ahead.
|
00:05:24
|
| 7/23/2010 |
What's Behind Standard & Poor's Stable Outlook On China's Banking Sector?
Rapid loan growth is exerting strong pressure on China's banking system. Despite the likely rise in bad loans, however, Standard & Poor's is standing by its stable outlook for the sector in view of its structural strengths. In this podcast, Standard & Poor's director Qiang Liao discusses what's ahead for China's banking industry.
|
00:10:29
|
| 7/23/2010 |
中国银行业展望维持稳定的原因
贷款快速增长正对中国银行业施加有力影响。尽管坏帐可能上升,但标准普尔基于该行业的内在优势而维持对其稳定的展望。标准普尔董事廖强在此次网播中将讨论中国银行业的情况。
|
00:13:51
|
| 7/22/2010 |
Univision Communications: Its Credit Risks And Recovery Prospects
Univision Communications Inc. holds the dominant position in Spanish-language TV and radio broadcasting in the U.S. However, substantial debt and weak credit measures weigh on the company. Can Univision overcome these obstacles? In this podcast, Standard & Poor’s credit analysts Jeanne Shoesmith and Minesh Patel discuss the company’s hefty amortization payments, refinancing needs, and recovery prospects.
|
00:13:13
|
| 7/22/2010 |
REITs: Why Standard & Poor’s Outlook Is Negative, But Improving
Although our outlook for real estate investment trusts remains negative, conditions in the sector have improved markedly over the past year. In this CreditMatters TV segment, Standard & Poor’s Managing Director Lisa Sarajian discusses the rationale behind our thinking. Other topics include why the health care and multifamily segments are performing especially well, soaring issuance during the first half of 2010, and what could lie ahead.
|
00:05:37
|
| 7/20/2010 |
European Loan/HY Bond Market Analysis - July 2010
European loan and high-yield bond accounts found some respite in June and early July as the PIIGS debacle appeared further away in the rear-view mirror, though its effects linger. Loan returns dipped during the month, though they eased from the descent seen in May. HY bond issuance overtook the loan market, as has been the case for most of the year, though much of the activity will go to repay loans. Also in the analysis: Loan prices, returns, volume, defaults, along with trends to look for going forward.
Connect with LCD Facebook: http://www.lcdcomps.com/facebook
LinkedIn: http://ht.ly/1Kqae
Twitter: http://www.twitter.com/lcdnews
Web: http://www.lcdcomps.com
contact: anna_cini@sandp.com
|
00:05:43
|
| 7/19/2010 |
Pensions: Will We Ever Retire?
Americans at the leading edge of the postwar baby boom will turn 65 next year. But will they ever be able to slide into retirement? In this podcast, Standard & Poor's Chief Economist David Wyss discusses the obstacles baby boomers face on the road to retirement, and more.
|
00:11:27
|
| 7/16/2010 |
Will A Rise In Real Estate And Local Government Lending Weaken China's Banking Sector?
In this CreditMatters TV segment, Standard & Poor's Senior Director Ryan Tsang discusses the effects problem loans could have on the Chinese banking sector. Topics include the rise in nonperforming and other bad loans, government support, and the projected price declines in real estate.
|
00:06:27
|
| 7/15/2010 |
Australian Emerging Market Funds: Strong Growth But At What Risk?
Emerging markets have led the global recovery. But investing in emerging market funds may not be suitable for all Australian investors; as strong growth comes with higher risks. Join fund analyst Simone Arblaster as she discusses the findings from S&P’s latest review of the sector.
|
00:09:31
|
| 7/14/2010 |
Economic Update: Consumer Caution
Standard & Poor's Chief Economist David Wyss notes that it has been an interesting week for economic data, but not a good one. Most of it, unfortunately, was pointing in the direction of a slowing of the economic expansion.
|
00:03:44
|