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North America

Highlights

  • 25 Jun 2018
    • Chinese tariffs would have limited impact on US semiconductor equipment makers
      For Applied Materials Inc., Lam Research Corp. and KLA-Tencor Corp., indigenous Chinese customers represent just 6% of aggregate revenue, though earnings from China are growing.  Full Report
    • Restrictions on exports to China would have low to moderately negative effects on various US sectors
      Export restrictions and investment controls aimed at curbing technology transfer, intellectual property infringement and the effects of the "Made in China 2025" initiative could lead to a variety of disruptions in specific US industries, particularly those with extensive involvement in China.  Full Report
    • US auto tariff would be broadly credit negative for global auto industry
      The 25% tariff being considered on vehicles and auto parts imported to the US would hurt nearly every group in the industry, including global automakers, parts suppliers, car dealers and transportation companies.  Full Report
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  • Moody’s Credit Assessment™ is provided by Moody’s Credit Assessment, Inc. Moody’s Credit Assessment™ is not a Moody’s Investors Service credit rating and is solely based on publicly available information.