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Geopolitical Realignments
Section Overview
Highlights
Research & Ratings
Research
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Date
Document Type
Title
Issuer/Entity
02 Aug 2023
Sector Comment
Trade – Global: Accelerating digital trade confounds deglobalization narrative, but gains concentrated in a few economies
25 May 2023
Sector In-Depth
Macroeconomics – Global: Dollar dominance will persist for decades despite new challenges
11 May 2023
Sector In-Depth
Trade - Global: Global Trade Monitor - May 2023 (Slides)
02 Feb 2023
Sector In-Depth
European Energy Monitor – February 2023: Energy supply has improved but strains are likely to persist into next winter
01 Feb 2023
Sector In-Depth
Credit Conditions – Asia-Pacific : China’s growth, tighter funding and geopolitics will define 2023 conditions
30 Jan 2023
Sector Comment
Macroeconomics – US: US economy's controlled Q4 cooling will continue this year
23 Jan 2023
Sector Comment
Macroeconomics – US: Sustained decline in US inflation is difficult without labor market slack
18 Jan 2023
Outlook
Credit Conditions – Global: 2023 Outlook - Ten questions on what to watch in global debt markets
18 Jan 2023
Sector In-Depth
Geopolitical Risks – Asia-Pacific: Regional fault lines will increasingly expose cracks in trade and financial relationships
01 Dec 2022
Sector In-Depth
Financial Stability – China: Systemic risks would rise if property stress persists and financial buffers weaken further
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