The Credit Cycle | S&P Global

Topic

Credit Markets

As some analysts see storm clouds on the horizon following the COVID-19 crisis, the danger of deteriorating economic and credit fundamentals looms. After an unprecedented era of easy credit, what will be the impact when the cycle turns?

Weekly European CLO UpdateEp25: Ray Dalio on Economic Cycles, Career Advice, Crypto & ESGRussia-Ukraine Conflict Stalls 2022's Global Positive Rating Action MomentumGlobal Bank Credit Loss Forecasts: Lower Losses AheadCapital Markets View - February 2022Ammonia touted as potential ‘staple fuel’ as maritime sector eyes sustainable futureTechnology Returns to RealityEp24: Talking ESG with PIMCO & S&P Sustainble1The Return of InflationUkraine Under AttackLower Global Liquidity And Increased Complexity Are Likely To Hold Back Sukuk Issuance In 2022Economic Research: U.S. Real-Time Data: Economic Activity Slows As Omicron Takes Center StageGlobal FMI Sector Outlook 2022: Growth Initiatives Will Be Key To Increasing EarningsUS insurance companies raise $35B from debt, equity offerings in H2'21Updated U.S. Transportation Infrastructure Activity Estimates Show Air Travel Normalizing By 2023 And A Stymied Transit RecoveryFull-Year 2021 U.S. Corporate Rating Actions TrackerOutlook For Charter Schools: While Growing Demand And Stimulus Funds Provide Flexibility, Risks Persist2022 U.S. Telecom And Cable Outlook: Slowing Growth, High Capex And Shareholder Returns Could Limit Credit Quality ImprovementGCC Banking Sector Outlook: On The Recovery Path In 2022SocGen's €4.9B LeasePlan buy accelerates European banks' auto-leasing driveDefault, Transition, and Recovery: Global Corporate Defaults Drop Nearly 70% In 2021Economic Research: U.S. Economic Roundup: Tight Job Market Allows For More Fed TighteningU.S. BSL CLO Top Obligors And Industries Report: Fourth-Quarter 2021SF Credit Brief: U.S. CMBS Delinquency Rate Fell 335 Bps To 3.6% In 2021; All Property Types Improved, Except OfficeFederal aid could boost otherwise lukewarm utility stock performance in 2022Biden's infrastructure act spurs US electrical steel imports, production2022 Outlook Assumptions For The New Zealand RMBS Market2022 Outlook Assumptions For The Australian RMBS MarketFor Japan Securitized Assets, Pandemic Risks LingerJapan Structured Finance Outlook: Coexisting With COVIDOutlook For U.S. Not-For-Profit Acute Health Care: A Booster May Be NeededAn Interactive Look At Manager Exposure To “Notable” DowngradesNorth American Insurance Services 2022 Outlook: Strong Economic Conditions And Rate Environment Support StabilityOil, gas upstream recovers from 2020 price crash; default risk declines sharplyUAE's oil GDP to return to growth in 2022 on global crude demand: central bankOutlook For U.S. States: Federal Funds Fuel Spending; Will Inflation Impede The Impact?India sets sights on record green bond issuance entering 2022Nordic banks post highest loan-to-deposit ratios among European lenders in Q3Default, Transition, and Recovery: 2020 Annual Mexican National Scale Corporate And Public Finance Default And Rating Transition StudyTake Notes- High-Flying U.S. Housing Price Appreciation Expected To Make A Soft LandingThe Upgrade Episode 17: First-Lien Credit Quality Weakened by Debt Structures And Loan Terms. 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