Structured Finance
Our structured finance research page offers in-depth insights into market trends across traditional sectors, including ABS, RMBS, CMBS, CLOs, and other structured credit, together with coverage of complex, non-traditional transactions that draw on multidisciplinary expertise.
ABS Frontiers: Equipping Data Centers Through Securitization
The global data center sector is experiencing significant growth, driven by escalating computing needs, particularly for artificial intelligence (AI) deployments. S&P Global Ratings expects the elevated technology investments in data centers and related infrastructure buildout to continue through the remainder of this decade. The magnitude of the forecasted growth, at over $1 trillion according to S&P Global 451 Research, has sparked interest in various types of data center financing, including for capital-intensive equipment.
The State Of The Consumer: Will Cracks Worsen For Economic Giants China And The U.S.?
Consumer spending—the backbone of U.S. economic growth and an increasingly critical driver for China—faces mounting challenges in 2026. U.S. consumption growth is projected to slow to 2.0%, pressured by weaker real incomes, a softening labor market, and higher debt burdens, despite strong household balance sheets and temporary tax refund boosts. In China, modest income gains, property market stress, and limited policy support point to continued subdued consumption, leaving exports to shoulder growth. While upside surprises are possible if housing markets stabilize or fiscal support expands, structural headwinds suggest both economies will struggle to rely on consumers as engines of growth next year.
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