The Big Picture
2017 Global Credit Themes
For global credit markets in 2017, stabilizing macroeconomic conditions, heightened political risks, trade protectionism, and the evolution of climate change and technological trends will be key themes shaping the growth of credit.

Explore Our Credit Themes

Political Risk
Stabilizing Growth
Unusual Monetary Conditions
Slow Trade Recovery
Climate Change
Technology

Research Highlights

political risk
18 apr 2017
Turkish Referendum Result Increases Political Uncertainty
The narrow ”yes” vote in Turkey’s constitutional referendum extends political uncertainty, weighing on the country’s creditworthiness.
technology
12 apr 2017
Blockchain’s Greatest Potential
Blockchain technology could transform many aspects of securities trading, but its greatest potential will be in simplifying post-trade practices.
political risk
23 feb 2017
Infographic: Major EU Elections Could Halt Greater Integration in 2017
The busy election calendar in Europe this year could stall EU integration and weigh on growth.
Subscribers only
Cross-sector
French Presidential Candidates' Diverse Policies Carry Mixed Credit Implications
23 mar 2017
Subscribers only
CROSS-SECTOR
Risk of an Exit from the Euro Area is Low but Growing
7 mar 2017

Stabilizing Growth

CROSS-SECTOR
Stronger Global Economy Ahead, but US Policy Injects Uncertainty
23 feb 2017
CROSS-SECTOR
China's Economy Would Face Heightened Risks from a Future Property Downturn
29 mar 2017

Unusual Monetary Conditions

CROSS-SECTOR
Mexico's Rising Interest Rates Heighten Credit Risks amid Economic Slowdown
23 mar 2017
CROSS-SECTOR
Fed Rate Hike Confirms Policy Makers on Course of Tighter Monetary Policy
14 mar 2017

Slow Trade Recovery

Subscribers only
CROSS-SECTOR
Stronger US Dollar, Potential Change in US Imports Create Risks for Some Sovereigns
27 feb 2017
sovereign
US Exit from Trans-Pacific Partnership is a Lost Opportunity for Asia
01 feb 2017
cross-sector
US Climate Policy Shifts Would Not Stop Global Decarbonisation Momentum
16 feb 2017
Subscribers only
Infrastructure & Project Finance
US Executive Order on Clean Power Will Not Halt Shift from Coal
31 mar 2017

Technology

Financial Institutions
Credit Strategy: Regulators Are Assessing the Risks and Benefits of Fintech
28 feb 2017
Financial Institutions
Fintech Transforms Landscape but Unlikely to Displace Banks' Central Role
18 may 2016
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