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Trade Tensions


Research & Ratings

  DateDocument Type Title Issuer/Entity
22 May 2019 Sector In-Depth Cross-Sector - North America: US economy will benefit from removal of steel and aluminum tariffs on Canada and Mexico
20 May 2019 Sector Comment Steel - US: Removal of import tariffs is credit negative for domestic steel producers
20 May 2019 Sector In-Depth Cross-Sector – Global: Delay in US auto tariffs provides a respite for the global economy, but risks persist
11 Oct 2018 Sector Comment Automotive - Latin America: New USMCA trade agreement promises mixed impact for Mexico’s auto industry
05 Oct 2018 Sector Comment Autos - North America: NAFTA replacement deal is modestly negative for North American auto sector
29 Aug 2018 Issuer Comment Government of Mexico: Mexico's agreement with the US on NAFTA revisions reduces trade-related uncertainty, a credit positive Mexico, Government of
07 Jun 2018 Sector Comment Sovereigns – North America: Mexico’s tariffs on US goods will have marginal macroeconomic impact but signal continued strained bilateral relations
17 Apr 2018 Issuer In-Depth Government of Mexico: FAQ on fiscal outlook, NAFTA renegotiations and election-related credit risks Mexico, Government of
03 Apr 2018 Sector Comment Sovereigns – Americas: Tariff exemptions offer brief respite for US trade partners in the Americas, but bilateral negotiations remain key
15 Mar 2018 Sector In-Depth Cross-Sector - US and Canada: NAFTA exit would weigh on states and provinces more than national economies
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