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20 Jul 2023 Sector Comment Housing – Advanced Economies: High mortgage rates will weigh on housing markets for a few years
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)
31 Mar 2023 Sector Comment Debt sustainability – Spain: Stronger than expected growth boosts government finances, a credit positive
14 Mar 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
17 Feb 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
03 Feb 2023 Sector Comment Macroeconomics – Euro Area: Europe's economy starts the year better than expected but still set to slow
01 Feb 2023 Sector In-Depth Macroeconomics - Global: Economic Pulse Check: Alternative Data Monitor (Slides)
08 Dec 2022 Sector In-Depth Housing – Advanced Economies: Housing booms are over, with some markets at risk of large price corrections
02 Dec 2022 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
14 Nov 2022 Outlook Sovereigns – Global: 2023 credit outlook is negative as high prices, slow growth intensify social risks
10 Nov 2022 Sector In-Depth Sovereigns – Middle-income economies: Income convergence will be predominantly led by policy amid shifting structural trends
26 Aug 2022 Sector In-Depth Macroeconomics - Global: Economic Pulse Check: Alternative Data Monitor (Slides)
15 Jul 2022 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
07 Jun 2022 Sector In-Depth RMBS – Europe: UK borrowers are most vulnerable to inflation and rising interest rates
05 May 2022 Sector In-Depth Economic Pulse Check: Alternative Data Monitor (Slides)
14 Apr 2022 Sector In-Depth Structured Finance – Global: Spillover risks from Russian invasion of Ukraine weaken many transactions, particularly in Europe
11 Apr 2022 Sector Comment Macroeconomics – Advanced Economies: Consumers endure the pinch of higher prices supported by excess savings
17 Feb 2022 Sector In-Depth Macroeconomics – Global: Coronavirus and the Economy: Alternative Data Monitor (Slides)
26 Jan 2022 Sector In-Depth Macroeconomics - Global: Coronavirus and the Economy: Alternative Data Monitor (Slides)
15 Dec 2021 Outlook Energy – Global: 2022 Outlook stable amid still-solid prices but rising costs for industry (Slides)
14 Dec 2021 Outlook Metals and Mining - Global: 2022 Outlook stable amid strong but not improving commodity prices (Slides)
08 Sep 2021 Outlook Aerospace and Defense – Global: Outlook positive as commercial aerospace recovery takes hold; defense solid
22 Jul 2021 Sector In-Depth Macroeconomics – Global: Coronavirus and the Economy: Alternative Data Monitor (Slides)
09 Jun 2021 Sector In-Depth Corporates – Spain: Spanish corporate credit quality: not out of the woods yet
18 May 2021 Sector In-Depth Government Policy – Southern Europe: EU recovery funds will increase investment but long-term gains are less certain
11 May 2021 Outlook Airlines – Global: Outlook positive as vaccinations set to drive strong growth in travel demand into 2023
18 Feb 2021 Issuer Comment Generalitat de Catalunya (Spain): Policy continuity likely under a pro-independence coalition Catalunya, Generalitat de
28 Jan 2021 Sector In-Depth Macroeconomics – Global: Coronavirus and the Economy: Alternative Data Monitor (Slides)
18 Jan 2021 Sector Comment Cross-Sector – Spain: Eviction limits threaten asset quality and reduce investment incentives, a credit negative for banks and securitisations
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