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Geopolitical Realignments
Section Overview
Highlights
Research & Ratings
Research
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Date
Document Type
Title
Issuer/Entity
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)
13 Feb 2023
Sector Comment
Macroeconomics – Global: Global supply chain stress is easing and likely to continue even amid China's reopening
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
Sector In-Depth
Trade – Global: US-China and cross-Strait tensions will lead to lasting semiconductor supply chain shifts
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
14 Nov 2022
Outlook
Sovereigns – Global: 2023 credit outlook is negative as high prices, slow growth intensify social risks
07 Nov 2022
Sector Comment
Macroeconomics – US: US economy is slowing, but not so fast that Fed will jettison policy tightening
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