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Datum | Dokument-Art |
Titel
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Emittent/Unternehmen
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02 Aug 2023
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Sector Comment
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Trade – Global: Accelerating digital trade confounds deglobalization narrative, but gains concentrated in a few economies
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25 May 2023
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Sector In-Depth
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Macroeconomics – Global: Dollar dominance will persist for decades despite new challenges
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11 May 2023
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Sector In-Depth
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Trade - Global: Global Trade Monitor - May 2023 (Slides)
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02 Feb 2023
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Sector In-Depth
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European Energy Monitor – February 2023: Energy supply has improved but strains are likely to persist into next winter
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01 Feb 2023
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Sector In-Depth
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Credit Conditions – Asia-Pacific : China’s growth, tighter funding and geopolitics will define 2023 conditions
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30 Jan 2023
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Sector Comment
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Macroeconomics – US: US economy's controlled Q4 cooling will continue this year
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18 Jan 2023
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Outlook
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Credit Conditions – Global: 2023 Outlook - Ten questions on what to watch in global debt markets
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18 Jan 2023
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Sector In-Depth
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Geopolitical Risks – Asia-Pacific: Regional fault lines will increasingly expose cracks in trade and financial relationships
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18 Nov 2022
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Sector Comment
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Government Policy – US: Budget funding and debt limit will be in immediate focus after midterm elections
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10 Nov 2022
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Outlook
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Global Macro Outlook 2023-24: Global economy faces a reckoning over inflation, geopolitics and policy trade-offs
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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 Comment
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Macroeconomics – US: US economy's robust growth in third quarter masks continued slowdown
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20 Oct 2022
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Sector Comment
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Government Policy – US : Security, climate and digital asset policy will take center stage after midterm elections
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13 Oct 2022
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Sector In-Depth
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Carbon Transition – Gulf Cooperation Council: Green hydrogen could reduce carbon transition risk but the GCC region will remain highly exposed for many years
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03 Oct 2022
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Sector Comment
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Macroeconomics – US: Fed-induced investment slump risks triggering 2023 downturn
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27 Sep 2022
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Sector In-Depth
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Geopolitical Risks – Asia Pacific: Quad alliance's economic pivot has potential to amplify supply-chain and investment shifts
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19 Sep 2022
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Sector Comment
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Macroeconomics – US and Euro Area: Steep rate increases will bring swift end to US and euro area rate hike cycles
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15 Sep 2022
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Sector In-Depth
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Global Trade Monitor – September 2022 (Slides)
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31 Aug 2022
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Outlook
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Global Macro Outlook 2022-23 (August 2022 Update): Global growth slackens as tighter financial conditions permeate the economy
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10 Aug 2022
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Sector Comment
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Government Policy – US: Inflation Reduction Act will build economic resilience, but its costs and benefits vary by sector
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25 Jul 2022
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Sector In-Depth
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Macroeconomics – US: Significant growth slowdown ahead, but recession could still be avoided
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22 Jul 2022
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Sector Comment
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Capital markets – Europe: ECB's anti-fragmentation tool reduces contagion risks, but is not a panacea
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20 Jul 2022
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Sector In-Depth
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Trade – Asia: Supply chain diversification continues, has not yet driven investment away from China
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19 Jul 2022
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Sector In-Depth
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Government Policy – Asia-Pacific: Policy response to food shocks will have lasting effects on sovereigns, companies
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06 Jul 2022
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Sector In-Depth
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Geopolitical Risks – Cross Region: Fractured geopolitical landscape illustrated by five key risks to credit quality
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09 Jun 2022
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Sector In-Depth
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Government Policy – Colombia: FAQ on the credit implications of Colombia's presidential election
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26 May 2022
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Outlook
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Global Macro Outlook 2022-23 (May 2022 Update): Price pressures and financial tightening slow global economic momentum
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16 May 2022
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Sector Comment
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Nonfinancial Companies, Utilities – Japan: Rated corporates have mitigants against yen's depreciation versus the US dollar
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10 May 2022
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Sector In-Depth
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Macroeconomics – Global: High inflation will abate in economies with credible inflation targeting
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06 Apr 2022
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Sector Comment
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Emerging Markets – Global: Efforts to attract private infrastructure investment are gaining ground, but scale remains a challenge
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