|
Datum | Dokument-Art |
Titel
|
Emittent/Unternehmen
|
|
31 Jul 2023
|
Sector Comment
|
Macroeconomics – Japan: BOJ tweak to monetary policy paves the way toward future orderly normalization
|
|
|
20 Jul 2023
|
Sector In-Depth
|
Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
|
|
|
12 Jul 2023
|
Sector In-Depth
|
Macroeconomics – Japan: Most Japanese issuers could absorb a sharp rise in their funding costs
|
|
|
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
|
|
|
11 May 2023
|
Sector In-Depth
|
Trade - Global: Global Trade Monitor - May 2023 (Slides)
|
|
|
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)
|
|
|
14 Mar 2023
|
Sector In-Depth
|
Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
|
|
|
27 Feb 2023
|
Issuer Comment
|
Government of Japan: Big companies’ wage hikes could support consumption, a credit positive, but demand remains fragile
|
Japan, Government of
|
|
17 Feb 2023
|
Sector In-Depth
|
Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
|
|
|
01 Feb 2023
|
Sector In-Depth
|
Macroeconomics - Global: Economic Pulse Check: Alternative Data Monitor (Slides)
|
|
|
24 Jan 2023
|
Sector In-Depth
|
ABS – Japan: Rising input costs amid slow economy heighten risks for ABS with large SME exposures
|
|
|
24 Jan 2023
|
Sector Comment
|
RMBS – Japan: BOJ's yield cap expansion will raise rates for some buy-to-let loans, increasing risks
|
|
|
24 Jan 2023
|
Sector Comment
|
RMBS – Japan: BOJ's yield cap expansion will raise rates for some buy-to-let loans, increasing risks
|
|
|
14 Nov 2022
|
Sector In-Depth
|
Sovereigns – Global: Slowdown or reversal of globalisation will have broad credit-negative effects
|
|
|
14 Nov 2022
|
Outlook
|
Sovereigns – Global: 2023 credit outlook is negative as high prices, slow growth intensify social risks
|
|
|
01 Nov 2022
|
Infographic
|
Infographic: Rising interest rates and inflation are eroding housing affordability in many Asia-Pacific countries
|
|
|
27 Oct 2022
|
Sector In-Depth
|
Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
|
|
|
27 Oct 2022
|
Issuer In-Depth
|
Government of Japan: Weak yen does not pose imminent threat to funding
|
Japan, Government of
|
|
24 Oct 2022
|
Sector Comment
|
Macroeconomics – Advanced Economies: Broadening inflation will keep advanced G20 central banks vigilant through 2023
|
|
|
03 Oct 2022
|
Sector In-Depth
|
Global leveraged finance – Cross Region: Evaporating issuance will erode liquidity cushions, igniting defaults
|
|
|
18 Aug 2022
|
Sector Comment
|
Buy-to-let loan RMBS - Japan: High-quality borrowers and strong rents will keep defaults low as inflation rises
|
|
|
19 Jul 2022
|
Sector In-Depth
|
Government Policy – Asia-Pacific: Policy response to food shocks will have lasting effects on sovereigns, companies
|
|
|
16 May 2022
|
Sector Comment
|
Nonfinancial Companies, Utilities – Japan: Rated corporates have mitigants against yen's depreciation versus the US dollar
|
|
|
02 May 2022
|
Sector Comment
|
Macroeconomics – Japan: The Bank of Japan to hold firm on its monetary policy stance, resisting market pressure
|
|
|
14 Apr 2022
|
Sector In-Depth
|
Structured Finance – Global: Spillover risks from Russian invasion of Ukraine weaken many transactions, particularly in Europe
|
|
|
16 Mar 2022
|
Sector In-Depth
|
Credit Conditions – Asia Pacific: Russia-Ukraine conflict carries risks for growth, commodity-dependent sectors and high-yield issuers
|
|
|
17 Feb 2022
|
Sector In-Depth
|
Macroeconomics – Global: Coronavirus and the Economy: Alternative Data Monitor (Slides)
|
|
|
07 Feb 2022
|
Sector Comment
|
Macroeconomics – Advanced Economies: Labor markets are approaching full recovery two years into the COVID-19 pandemic
|
|