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Date | Document Type |
Title
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Issuer/Entity
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15 Aug 2023
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Sector In-Depth
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ESG – US: Credit impact of Inflation Reduction Act's decarbonization incentives to vary by sector
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07 Aug 2023
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Sector Comment
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Automotive – North America: Retail demand for US light vehicles holds steady in July, unaffected by recession fears
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31 Jul 2023
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Sector Comment
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Financial Institutions – Europe: Spain's problem loan ratio grows after years of decline, a credit negative
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21 Jul 2023
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Sector Comment
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Automotive – United Kingdom: Tata's battery factory is credit positive for JLR and the wider UK auto industry
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12 Jul 2023
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Sector In-Depth
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Auto Finance – Europe: Residual value risks grow as green regulations progress
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10 Jul 2023
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Sector Comment
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Automotive – North America: US light vehicle sales in June bode well for July, but risks persist for remainder of 2023
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19 Jun 2023
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Sector In-Depth
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Infrastructure & Project Finance – Europe: Growing demand for EV charging is credit positive for European car park operators
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07 Jun 2023
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Outlook
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Automotive – Global: Outlook stays negative on slimmer margins; improved supply chain helps volume
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06 Jun 2023
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Sector In-Depth
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Real Estate – Europe: Energy-efficiency directive will erode credit quality of bonds exposed to older, less energy-efficient buildings
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06 Jun 2023
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Sector Comment
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Automotive – North America: May light vehicle sales jump, spurred by incentives, sales to fleet managers
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31 May 2023
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Sector Comment
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Auto Parts – Europe: Results encouraging, but forecast cautious on uncertain consumer sentiment, slow economic growth
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19 May 2023
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Sector Comment
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RMBS – United Kingdom: UK ban on “no fault” evictions will lead to higher portfolio landlord concentration, a credit negative for BTL deals
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05 May 2023
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Sector Comment
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Automotive – North America: April light vehicle sales, boosted by sales to fleet managers, rise 9%
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18 Apr 2023
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Sector In-Depth
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Automotive – Global: Sustainable debt to increasingly support automakers' decarbonization plans
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12 Apr 2023
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Sector In-Depth
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P&C Insurance — Global: Autonomous vehicles will power long-term transformation of auto insurance
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11 Apr 2023
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Sector In-Depth
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Auto Finance Captives – North America: Evolving portfolios will carry more electric vehicles and greater risk
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11 Apr 2023
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Sector In-Depth
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Property & Casualty Insurance – US: Electric vehicles to drive up costs, pricing for auto insurers as they grow more popular
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11 Apr 2023
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Sector In-Depth
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Auto Manufacturing – Global: Electrification momentum is strong, automakers must invest to stay competitive
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03 Apr 2023
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Sector In-Depth
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US Public Finance – North America: Electric vehicles raise carbon transition risk for states' highway revenue bonds
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30 Mar 2023
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Sector Comment
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Manufacturing – Cross Region: Despite weak macro data, orders are unlikely to decline for large companies
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10 Mar 2023
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Sector Comment
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Chemicals – Global: Antitrust investigation could be credit negative for fragrance producers
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07 Mar 2023
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Sector Comment
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UK Auto ABS – Europe: Auto sector transformation spreads to used car market, a credit negative for auto ABS
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07 Mar 2023
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Sector Comment
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Automotive – North America: Vehicle demand holds up in February despite high prices, interest rates
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28 Feb 2023
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Sector Comment
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Nonfinancial Companies – Cross Region: Supplier finance arrangements: new disclosures for IFRS accounts from 2024
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22 Feb 2023
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Sector Comment
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Auto ABS – US: Worsening performance among non-prime borrowers will strain junior note protection
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15 Feb 2023
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Sector Comment
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Automotive – Europe: EU approves zero emissions for cars and vans in 2035, a credit negative for automakers, parts suppliers
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09 Feb 2023
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Sector In-Depth
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Auto-related ABS – US : Slower used auto price drops will ease asset risks; trends for BEV values are less certain
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01 Feb 2023
|
Sector Profile
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Airports – China: Detailed view of the sector; recovery potential and supportive regulations
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25 Oct 2022
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Sector Comment
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Auto ABS – China: Green auto loan ABS subject to higher performance volatility than traditional deals
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05 Oct 2022
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Sector Comment
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Automotive – Global: Weakening economy to hit demand, narrow margins
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