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08 Aug 2023 Sector In-Depth Regional and Local Governments – China: Structurally lower land sales test capacity to support, raising LGFV default risk
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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)
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
21 Jun 2023 Sector In-Depth The State of the US Consumer: June 2023 (Slides)
15 Jun 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
07 Jun 2023 Infographic Most sub-sovereigns 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)
11 May 2023 Sector In-Depth Trade - Global: Global Trade Monitor - May 2023 (Slides)
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
26 Apr 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
20 Apr 2023 Sector In-Depth Housing – UK: Government policy, high inflation and rising rates will erode landlords' benefits from rent growth
18 Apr 2023 Sector In-Depth Financial Stability – Global: Frontier market sovereigns most vulnerable to risk of tighter-for-longer funding conditions
17 Apr 2023 Sector In-Depth Financial Stability – Global: Confidence-sensitive sovereigns are most vulnerable to any widening in banking stress
17 Apr 2023 Sector Comment Higher Education – United Kingdom: UK university drop-out rates are unaffected by cost-of-living crisis, a credit positive
11 Apr 2023 Sector In-Depth Emerging Markets – Global: Recurrent food insecurity shocks will worsen macroeconomic weakness and social risks
31 Mar 2023 Sector Comment Debt sustainability – Spain: Stronger than expected growth boosts government finances, a credit positive
29 Mar 2023 Sector In-Depth Sovereign – Europe: Energy crisis will continue to weaken credit resilience despite moderate initial effects
22 Mar 2023 Sector Comment Credit Conditions – Global: Policymakers have responded promptly to bank stress but spillover risk is rising
21 Mar 2023 Sector In-Depth The State of the Latin American Consumer: March 2023 (Slides)
16 Mar 2023 Sector In-Depth The State of the European Consumer: March 2023 (Slides)
15 Mar 2023 Sector Comment Macroeconomics – US: Fed's inflation fight remains a priority, but financial stability risks complicate rate path
14 Mar 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
28 Feb 2023 Outlook Global Macro Outlook 2023-24 (February 2023 Update): Global economic risks persist despite recent positive surprises
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