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Datum | Dokument-Art |
Titel
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Emittent/Unternehmen
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29 Nov 2022
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Sector Comment
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Nonfinancial Companies – China: Most companies can manage impact from renminbi weakness against US dollar
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23 Nov 2022
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Sector In-Depth
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Debt Levels – Latin America : Higher sovereign debt will constrain support to growth; corporate debt will trend lower
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17 Nov 2022
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Sector In-Depth
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German, Austrian and Swiss Banks - H1 2022 earnings : Banks head into the downturn from a strong position
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14 Nov 2022
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Outlook
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Sovereigns – Global: 2023 credit outlook is negative as high prices, slow growth intensify social risks
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14 Nov 2022
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Sector Comment
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Nonfinancial Companies – Japan: Yen depreciation drives domestic cost inflation, higher US dollar funding costs
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09 Nov 2022
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Sector In-Depth
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Macroeconomic stability – Scandinavia: Sovereign and bank credit profiles are resilient to a potential housing market correction
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07 Nov 2022
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Sector Comment
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RMBS – Japan: Debt-to-income ratios are worsening as property prices rise
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02 Nov 2022
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Outlook
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Credit Conditions – Global : 2023 Outlook - Risks are rising across the credit spectrum as conditions turn adverse
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31 Oct 2022
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Sector In-Depth
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Sovereign – Global: FAQ on debt-for-climate/nature swaps
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31 Oct 2022
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Outlook
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Nonfinancial Companies – Global Industry Sector Outlooks: ISOs go negative as credit cycle turns amid high global inflation, rising interest rates
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28 Oct 2022
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Sector In-Depth
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Social Housing Providers – France: Development plans exert credit pressures amid high inflation
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25 Oct 2022
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Sector In-Depth
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Cross-Sector – Emerging Markets: EM corporates face high refinancing risk as tight financial conditions persist
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25 Oct 2022
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Sector In-Depth
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Covered Bonds - Singapore: Housing affordability will continue to worsen as interest rates and property prices rise
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17 Oct 2022
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Sector Comment
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Debt sustainability – Global: Household debt rises as global economy swirls in cross currents
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13 Oct 2022
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Sector In-Depth
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Investment-Grade Refinancing Risk (2023-27) – US : Maturities climb to $1.12 trillion and shift closer amid rising funding costs
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12 Oct 2022
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Sector In-Depth
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Debt after COVID – October 2022 (Slides)
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22 Sep 2022
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Sector In-Depth
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Banks – Latin America: Solvency metrics for most Latin American banks will remain resilient in face of economic slowdown (Slides)
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08 Sep 2022
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Sector In-Depth
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Financial Institutions – Latin America : Strong domestic markets and low reliance on foreign resources offset tight funding conditions
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12 Aug 2022
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Sector Comment
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Finance Companies – Latin America & Caribbean: Unifin's debt restructuring is credit negative and reflects tight refinancing conditions for Mexico's fincos
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11 Aug 2022
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Sector In-Depth
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Sovereign – Europe: Looming gas crisis intensifies credit pressures for Europe’s most exposed sovereigns
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03 Aug 2022
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Sector In-Depth
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State-Owned Enterprises (SOEs) – China: Rated SOEs' leverage will remain stable at elevated levels in 2022-23
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02 Aug 2022
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Sector In-Depth
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Sovereigns – Europe: Credit-negative stagflation scenario now more likely in the EU, but country-specific exposures vary
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28 Jul 2022
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Outlook
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Nonfinancial Companies – Global Industry Sector Outlooks: ISOs balanced but sliding while overall credit fundamentals deteriorate
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21 Jul 2022
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Sector In-Depth
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Nonfinancial Corporates – US: Cash pile declines 7% to $2.0 trillion as capex, other spending, hit record highs
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20 Jul 2022
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Sector In-Depth
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RMBS – Australia: Improving loan quality will mitigate risks for non-bank lenders’ RMBS as interest rates and inflation rise
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11 Jul 2022
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Sector In-Depth
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Real Estate – Europe: Valuations holding, but credit quality weaker as financial conditions tighten
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05 Jul 2022
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Sector Comment
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Macroeconomics – US: Front-loaded monetary tightening will likely take fed funds rate above 4% next year
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30 Jun 2022
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Sector In-Depth
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European Credit Conditions - June 2022 (Slides)
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28 Jun 2022
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Sector In-Depth
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Pensions – Australia : Superannuation sector supports access to funding, debt sustainability of rated issuers
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24 Jun 2022
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Sector Comment
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RMBS – Europe: Withdrawal of BoE's affordability test is credit negative for new loans, but benefits existing loans
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