This page is dedicated to research articles on primary fixed income markets. For further information please contact Dan Barnes.
RATINGS & ANALYSIS
Ratings & Analysis: Hyperscaler spending rings credit alarm bells
The margin for error in the AI funding ecosystem is narrowing, according to a recent S&P Global report, which highlights the fact that increased adoption and monetisation of the technology is needed to justify...
Ratings & Analysis: The Fed and BofE call out private credit’s gathering storm
Both the Bank of England and the Federal Reserve have recently trained their sights on private credit as a source of mounting financial stability risk — and their warnings, taken together, paint a sobering...
Ratings & Analysis: S&P says non-bank/bank nexus is top systemic risk
A new report by S&P Global has highlighted the systemic risks now posed to the financial markets at the point where bank and non-bank financial institutions meet.
Entitled ‘Systemic Risk: The Rise Of The NBFI-Bank...
Ratings & Analysis: Iran war wobbles EM credit ratings
The Iran war is increasing energy import costs, imposing supply chain disruptions, and making it harder to access capital markets. Ratings agencies are warning that some emerging markets (EMs) are particularly vulnerable to increased...








