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02 Aug 2023 Sector Comment Trade – Global: Accelerating digital trade confounds deglobalization narrative, but gains concentrated in a few economies
31 Jul 2023 Sector Comment Macroeconomics – US: US growth momentum could persist in second half of 2023
31 Jul 2023 Sector Comment Macroeconomics – Japan: BOJ tweak to monetary policy paves the way toward future orderly normalization
24 Jul 2023 Infographic EMKT - LAT: INFOGRAPHIC: Risk of state intervention complicates investor environment in Latin America
20 Jul 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
20 Jul 2023 Sector Comment Housing – Advanced Economies: High mortgage rates will weigh on housing markets for a few years
18 Jul 2023 Sector In-Depth Credit conditions – Global: Five issues to watch in the second half of 2023
18 Jul 2023 Sector Comment Credit Conditions – Euro Area: Euro Area Credit Compass shows weakening credit conditions, but above levels seen in prior recessions
17 Jul 2023 Sector Comment Macroeconomics – US and Euro Area: Fed and ECB are poised to raise rates in July despite cooling inflation
17 Jul 2023 Sector In-Depth Financial stability – Global: Higher rates are increasing risks in non-bank finance
12 Jul 2023 Sector In-Depth Macroeconomics – Japan: Most Japanese issuers could absorb a sharp rise in their funding costs
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10 Jul 2023 Sector Comment Macroeconomics – US: US job market is cooling, but not fast enough for permanent Fed pause
26 Jun 2023 Sector Comment Macroeconomics – United Kingdom: Bank of England could hike rates again if inflation remains stubbornly high
21 Jun 2023 Sector In-Depth The State of the US Consumer: June 2023 (Slides)
19 Jun 2023 Sector Comment Macroeconomics – US: Persistent core price pressure risks additional Fed rate hikes
15 Jun 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
14 Jun 2023 Sector In-Depth Sovereigns – Global: Frontier markets' debt sustainability at stake; political economy drives debt paths for some
12 Jun 2023 Sector Comment Macroeconomics – Global: Peak policy rates are near, but more monetary policy tightening is likely
05 Jun 2023 Infographic Infographic: Most sovereigns we rate could withstand wider financial stress
30 May 2023 Outlook Global Macro Outlook 2023-24 (May 2023 update): Higher borrowing costs and tighter lending will slow global growth sharply this year
26 May 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
22 May 2023 Issuer In-Depth UK, Government of: FAQ on long-term fiscal trends and risks to fiscal strength United Kingdom, Government of
22 May 2023 Sector Comment Macroeconomics – US: Recent US data corroborate weakening economic momentum ahead
15 May 2023 Sector Comment Macroeconomics – US: Easing inflation may allow Fed to pause its interest rate hikes
11 May 2023 Sector In-Depth Trade - Global: Global Trade Monitor - May 2023 (Slides)
10 May 2023 Sector In-Depth Consumer Trends – US: Millennial and Gen Z consumers will likely tighten spending as credit access narrows
04 May 2023 Sector In-Depth Political risks – US: Scenario analysis: US debt-limit standoff elevates credit risk for various debt issuers
02 May 2023 Sector Comment Macroeconomics – Japan: Bank of Japan retains ultra-loose policy while laying groundwork for potential shift as conditions evolve
01 May 2023 Sector Comment Macroeconomics – Emerging Markets: External pressures on emerging market currencies stabilize as policy rates near peaks
26 Apr 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
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