Trade Tensions
Trade tensions pose ongoing risks to credit conditions and are causing shifts in global investment and supply chains. These frictions are challenging the business models of trade-reliant economies and companies.
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    169 Documents
    TitleIssuer/Entity
    10 FEB 2020|Sector In-Depth|MOODY'S INVESTORS SERVICE
    A temporary de-escalation of the US-China dispute will support trade flows and manufacturing, but many tariff barriers remain and future negotiations will be challenging.
    23 JAN 2020|Sector Comment|MOODY'S INVESTORS SERVICE
    The accord marks a temporary de-escalation of trade tensions between the two largest global economies.
    17 JAN 2020|Sector Comment|MOODY'S INVESTORS SERVICE
    The trade deal calls for ramping up China’s purchase of American agricultural goods, a credit positive for agricultural equipment loan and lease securitizations.
    16 JAN 2020|Sector Comment|MOODY'S INVESTORS SERVICE
    The deal reduces political uncertainty, which will strengthen global risk appetite and bolster the ongoing rally in emerging market capital inflows.
    16 JAN 2020|Sector Comment|MOODY'S INVESTORS SERVICE
    Uncertainty over use of Chinese company's equipment could raise costs and delay the introduction of 5G networks in Europe.
    17 DEC 2019|Sector Comment|MOODY'S INVESTORS SERVICE
    If approved in their current form, the proposed measures could result in a credit negative outcome for parties involved in the project if they hampered the completion of the pipeline.
    03 DEC 2019|Sector Comment|MOODY'S INVESTORS SERVICE
    The US reinstating tariffs on steel imported from Brazil and Argentina should boost domestic prices, a credit positive for US steel producers.
    02 DEC 2019|Outlook|MOODY'S INVESTORS SERVICE
    Delinquencies and defaults will increase slightly from low levels in most Chinese structured finance asset classes in 2020, because of slowing economic growth, trade tensions and rising debt
    19 NOV 2019|Sector Comment|MOODY'S INVESTORS SERVICE
    The resumption of exports to China could unlock over $1 billion in poultry and poultry parts per year, which would bring a welcome boost to US poultry processors’ profit margins.
    04 NOV 2019|Issuer Comment|MOODY'S INVESTORS SERVICE
    Despite limited economic effect, the loss of preferential trade access comes while the economy faces multiple external pressures.