US Tariffs and Global Default Risk: 9 Months On
Equity markets adapted quickly to US tariffs, but Credit Benchmark consensus data shows material and uneven shifts in global default risk.
February 5, 2026
Equity markets adapted quickly to US tariffs, but Credit Benchmark consensus data shows material and uneven shifts in global default risk.
Most credit portfolios carry significant unrated exposure—middle-market borrowers, private credit holdings, counterparties—where internal assessments are your only risk view. That’s perfectly manageable until regulators start
Risk officers today are managing credit portfolios in an increasingly volatile market. Effective portfolio oversight requires forward-looking, consensus-based intelligence.
Credit Benchmark Co-founder and Chairman Donal Smith joins Oliver Wyman’s Innovators’ Exchange podcast to share how the company’s unique approach is reshaping how the market assesses creditworthiness.
Tariffs are reshaping trade and credit risk. Credit Benchmark data highlights early signs of strain and resilience.
Michael Crumpler, CEO, Credit Benchmark and Jon Hilsenrath, former Wall St. Journal senior writer and founder of Serpa Pinto Advisory join Katherine Wolicki of GARP to examine early warning signs, strategic responses, and innovative risk management approaches needed in today’s volatile trade environment.
The global credit outlook is deteriorating for a range of industries as international trade confrontation heats up, according to a study by Credit Benchmark.
The economic impact of Trump’s 2024 election victory will be far reaching. This report from Credit Benchmark draws on internal credit ratings collected from global banks to show default risk trends for sectors most likely to be affected.
Growing commodity exports may see African sovereign default risk improve by 10%+ in next year, according to Credit Benchmark’s credit risk forecast.
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