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19 Jul 2023 Sector In-Depth Geopolitics – China: Drive toward self-sufficiency in high-tech manufacturing faces some major hurdles
18 May 2023 Sector In-Depth Sovereign & Supranational – Commonwealth of Independent States: Weakening but determined Russia is disrupting geopolitical dynamics in the CIS
29 Mar 2023 Sector In-Depth Sovereign – Europe: Energy crisis will continue to weaken credit resilience despite moderate initial effects
24 Jan 2023 Sector Comment Sovereigns – Europe: Largest recipients are broadly on track with NGEU spending plans, but challenges will mount for some in 2023
18 Jan 2023 Sector In-Depth Trade – Global: US-China and cross-Strait tensions will lead to lasting semiconductor supply chain shifts
16 Jan 2023 Outlook Sovereigns – Euro area: 2023 outlook is negative driven by the energy crisis and geopolitics
16 Nov 2022 Sector Comment Sovereigns – Europe: Missile strike in Poland amid Russia-Ukraine conflict points to risks for European NATO members
14 Nov 2022 Outlook Sovereigns – Global: 2023 credit outlook is negative as high prices, slow growth intensify social risks
13 Oct 2022 Sector In-Depth Carbon Transition – Gulf Cooperation Council: Green hydrogen could reduce carbon transition risk but the GCC region will remain highly exposed for many years
04 Oct 2022 Issuer Comment Government of Bulgaria: Risk of continued political deadlock post-elections is credit negative Bulgaria, Government of
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