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Credit Spotlight on US Technology
Rising default risks and credit divergence signal a potential shakeout in the tech sector amid volatile returns and shifting global dynamics.
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Chinese Banks: Will Improving Credit Support Trade Pledges To The US?
The US-China trade talks this month could be critical to the global economic outlook for the next few years. One Chinese proposal is for a sustained reduction in its trade surplus though a combination of monetary and fiscal expansion, in addition to targeted trade incentives. China’s debt levels have been
Risk.Net: Falling Default Risk For China’s Banks
On London’s Shaftesbury Avenue, a chain of red lanterns hangs outside a branch of the Bank of China, marking the transition to the Year of the Pig – a symbol of fortune and wealth. But growing economic clouds suggest this will be a nervy year for China’s banks. After growing
Brazil and Mexico – Are Sovereign Risk Trends About to Change?
The new leaders of the 9th and 15th largest economies in the world face major challenges in 2019, but both are riding waves of popular support and cautious optimism in financial markets. Brazil Brazil’s stock market has risen more than 10% (in USD) so far this year, and the 10-year
January Credit Update: Consensus Upgrades Outweigh Downgrades for Financials
Credit Benchmark has published the latest monthly credit consensus data (from December 2018), with 30 contributor banks. The set of bank-sourced credit views (CBCs*) now covers over 25,300 separate legal entities. The monthly upgrades and downgrades overview is now based on data adjusted for changes in contributor mix. Monthly
UK Corporate Credit Risk Rising – But Is It Just About Brexit?
Debate about the likely economic impact of Brexit has dominated UK news for weeks. Location changes and business warnings from some high profile UK stalwarts – such as Jaguar Land Rover, Bentley, Dyson and Barclays – suggest growing risks. And the corporate credit risk picture appears to confirm that UK
Taking the Pulse of Healthcare Credit
Global Healthcare has had a difficult time in recent years, with Deloitte reporting that global healthcare spending grew by less than 3% in the period 2013-2017. Governments face the challenges of aging populations, increasing longevity, a growing list of chronic health conditions, and increasingly expensive traditional medical technology. The sector
