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Geopolitical Realignments
Section Overview
Highlights
Research & Ratings
Research
View All
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
30 Jan 2023
Sector Comment
Macroeconomics – US: US economy's controlled Q4 cooling will continue this year
18 Jan 2023
Outlook
Credit Conditions – Global: 2023 Outlook - Ten questions on what to watch in global debt markets
29 Nov 2022
Sector Comment
RMBS and Covered Bonds – Spain: Mortgage relief package will reduce interest collection for RMBS and covered bonds
21 Nov 2022
Sector Comment
Macroeconomics – US: Evidence of weakening economic activity mounts as US consumer purses tighten
18 Nov 2022
Sector Comment
Government Policy – US: Budget funding and debt limit will be in immediate focus after midterm elections
10 Nov 2022
Outlook
Global Macro Outlook 2023-24: Global economy faces a reckoning over inflation, geopolitics and policy trade-offs
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