BI Credit: The Industrial Drive-Thru

Joel Levington from Bloomberg Intelligence discusses key credit drivers in the industrial sector, focusing on M&A trends, debt capacity, and strategic flexibility. The video covers asset sales, event risk, and provides scenario analysis and valuation insights. It concludes with recommendations on bonds and companies to watch.

What is the significance of the debt capacity Excel tool mentioned in the presentation?

What are some of the potential buyers for assets in the industrial sector according to the analysis?

What factors contributed to the recent change in the outlook for the industrial sector?