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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
19 Jul 2023
Sector In-Depth
Geopolitics – China: Drive toward self-sufficiency in high-tech manufacturing faces some major hurdles
25 May 2023
Sector In-Depth
Macroeconomics – Global: Dollar dominance will persist for decades despite new challenges
18 May 2023
Sector In-Depth
Sovereign & Supranational – Commonwealth of Independent States: Weakening but determined Russia is disrupting geopolitical dynamics in the CIS
11 May 2023
Sector In-Depth
Trade - Global: Global Trade Monitor - May 2023 (Slides)
29 Mar 2023
Sector In-Depth
Sovereign – Europe: Energy crisis will continue to weaken credit resilience despite moderate initial effects
02 Feb 2023
Sector In-Depth
European Energy Monitor – February 2023: Energy supply has improved but strains are likely to persist into next winter
24 Jan 2023
Sector Comment
Sovereigns – Europe: Largest recipients are broadly on track with NGEU spending plans, but challenges will mount for some in 2023
18 Jan 2023
Sector In-Depth
Trade – Global: US-China and cross-Strait tensions will lead to lasting semiconductor supply chain shifts
18 Jan 2023
Outlook
Credit Conditions – Global: 2023 Outlook - Ten questions on what to watch in global debt markets
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