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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
10 Jul 2023 Sector Comment Macroeconomics – US: US job market is cooling, but not fast enough for permanent Fed pause
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)
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
29 May 2023 Sector In-Depth Infrastructure & Project Finance – South and Southeast Asia: Most rated companies can manage rising cost of debt
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)
10 May 2023 Sector In-Depth Consumer Trends – US: Millennial and Gen Z consumers will likely tighten spending as credit access narrows
09 May 2023 Sector In-Depth Power – Asia-Pacific: Nuclear power's share of APAC's energy mix to rise amid supportive policies, technology
04 May 2023 Sector In-Depth Political risks – US: Scenario analysis: US debt-limit standoff elevates credit risk for various debt issuers
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
12 Apr 2023 Sector Comment Macroeconomics – US: Baseline US macro forecasts unchanged but outlook more uncertain
27 Mar 2023 Sector Comment Macroeconomics – US: Fed rate hikes and tight bank lending will subdue US consumer spending
22 Mar 2023 Sector Comment Credit Conditions – Global: Policymakers have responded promptly to bank stress but spillover risk is rising
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)
09 Mar 2023 Sector In-Depth EM Financial Conditions Monitor – March 2023: Emerging markets ride out recent turmoil but volatility will persist
28 Feb 2023 Outlook Global Macro Outlook 2023-24 (February 2023 Update): Global economic risks persist despite recent positive surprises
27 Feb 2023 Sector Comment Macroeconomics – Emerging Markets: Policy rates in Brazil and Mexico near peaks as inflationary pressures recede
22 Feb 2023 Sector In-Depth Emerging Markets – Global: Tight financing conditions will continue challenging frontier markets' credit strength
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