13 March 2026 Jingyi Pan
SP Global Investment Manager Index survey of active investment managers views on US equities
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Customer LoginsCoronavirus (COVID-19) Blogs & Commentaries
Find commentary, special reports and insights about the coronavirus impact.
Continuously updated, blog and commentary topics listed below encompass the impact of the novel coronavirus disease (COVID-19) outbreak for markets and organizations, plus the economic implications of this complex and changing situation. Our industry-leading experts and analysts provide insights and analysis covering specific regions, services and industry sectors, as well as the global perspective.
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13 March 2026 Jingyi Pan Chris Williamson
The week ahead is dominated by interest rate decisions at the world’s largest central banks, which will reveal policymaker reaction to the Middle...
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10 March 2026 Andrew Harker
Recent years have seen cost-of-living wage increases paid to workers at companies in sub-Saharan Africa emerge as a key driver of rises in overall...
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06 March 2026 Jingyi Pan Chris Williamson
The markets will be focused on events in the Middle East but have key inflation releases out of the US to divert attention, as well as UK GDP...
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06 March 2026 Jingyi Pan
The worldwide Purchasing Managers’ Index (PMI) surveys compiled by S&P Global Market Intelligence indicated that global trade returned to growth...
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23 February 2026 Jingyi Pan Chris Williamson
Upcoming data will help guide markets on central bank policy, and in particular whether Japan and Australia might soon see further rate hikes....
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20 February 2026 Chris Williamson
The flash Eurozone PMI signalled improved economic growth midway through the first quarter of 2026
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16 January 2026 Jingyi Pan Chris Williamson
In addition to flash PMI updates (see box), GDP data for mainland China are accompanied by inflation numbers for the US and UK, the latter also...
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17 December 2025 Chris Williamson
S&P Global’s flash PMI surveys showed output rising across all four largest developed economies (the “G4”) for an eighth successive month in...
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19 November 2025 Sian Jones Eleanor Dennison
The PMI coverage of Central and Eastern Europe (CEE) includes data from Poland, Czechia and more recently the addition of the BCR Romania Manufacturing...
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24 October 2025 Chris Williamson
October’s flash UK PMI survey brings hope that September was a low point for the economy from which business conditions are starting to improve....
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07 October 2025 Jingyi Pan
The worldwide Purchasing Managers’ Index (PMI) surveys compiled by S&P Global Market Intelligence indicated that global trade remained in contraction...
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08 August 2025 Jingyi Pan
The following is an extract from S&P Global Market Intelligence’s latest Week Ahead Economic Preview. For the full report, please click on the...
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23 June 2025 Chris Williamson
US business activity continued to grow in June, though the overall rate of expansion lost a little momentum to remain well below those seen late...
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05 June 2025 Matt Chessum
Securities Finance May Snapshot 2025
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10 April 2025 David Owen
The US PMI data for March signalled that tariffs are already having a notable impact on companies' input costs, especially manufacturers, who...
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24 March 2025 Jingyi Pan
Japan's private sector output fell in March for the first time since last October, according to the flash PMI, dropping at the sharpest rate...
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04 February 2025 Chris Williamson
The global manufacturing sector nudged into expansion territory by the narrowest of margins in January.
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10 January 2025 Jingyi Pan
Emerging markets remained in growth territory in the closing month of 2024, albeit with the rate of growth being the softest recorded over the...
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10 January 2025 Jingyi Pan Chris Williamson
Markets will be eager to assess updated inflation data for some of the world’s largest economies in the coming week, seeking clues as to the...
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16 December 2024 Chris Williamson
The flash PMI data for December indicate that the UK economy remained largely stalled at the end of 2024
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29 November 2024 Jingyi Pan Chris Williamson
The coming week is top and tailed with manufacturing PMI surveys and the US nonfarm payroll report, interspersed with a slew of data to guide...
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24 October 2024 Chris Williamson
The flash PMI data compiled by S&P Global Market Intelligence signaled sustained growth as measured collectively among the world's major developed...
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07 October 2024 Matt Chessum
Q3 observes a surge in US Specials activity.
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24 July 2024 Chris Williamson
The flash PMI data from S&P Global signaled a welcome combination of lower selling price inflation and robust, accelerating, economic growth...
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12 July 2024 Jingyi Pan Chris Williamson
Euro area policymakers meet to set monetary policy while counterparts at the Bank of England assess new inflation and labour market data
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16 May 2024 Danielle Sukharenko
With exits curtailed and IRRs becoming a less reliable measure of investment value, Danielle Sukharenko explains how we are helping LPs conduct...
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10 May 2024 Jingyi Pan Chris Williamson
A busy economic calendar is anticipated with the highlight being US CPI data, though key economic activity data out of the US and mainland China...
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06 May 2024 Todd C. Lee John Raines John Anton Amanda Eglinton
The impact of US tariffs on trade with China is likely to be minimal given the existing range of tariffs applied to Chinese steel.
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19 April 2024 Jingyi Pan Chris Williamson
The earliest insights into economic conditions across major developed economies in April will be tracked with flash PMI releases on Tuesday...
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04 April 2024 Chris Williamson
Average prices charged for goods and services rose worldwide at a steeper rate for a second consecutive month in March, according to S&P Global...
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Manufacturers report further improvement to worldwide supply chains in March, taking heat off prices
02 April 2024 Chris Williamson
Average supplier delivery times quickened slightly in March, according to the latest global PMI surveys, pointing to a further alleviation of...
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13 March 2024 Jingyi Pan
Emerging markets continued to expand at a solid pace midway into the first quarter of 2024, supported by broad-based expansion across both manufacturing...
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01 March 2024 Matt Chessum
Exchange offer in ATMU increases shares on loan.
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14 February 2024 Eric Johnson
The proliferation of artificial intelligence (AI) in logistics over the past year, predominantly around so-called generative AI, has led to a...
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31 January 2024 Natasha McSwiggan Michael Dall Lucas Casalino Laurence Allan Dijedon Imeri Diego Iscaro Bibianna Norek Alex Kokcharov
We assess key dynamics shaping Europe’s operational and investment environment in 2024.
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11 January 2024 Ari Ashe
BNSF Railway, CSX Transportation and J. B. Hunt Transport Services were the top-performing domestic intermodal providers in the second half of...
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15 December 2023 Chris Williamson
The early PMI data indicate that the US economy picked up a little momentum in December, closing off the year with the fastest growth recorded...
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07 December 2023 Jingyi Pan
The worldwide Purchasing Managers' Index (PMI) surveys compiled by S&P Global Market Intelligence indicated a further deterioration in global...
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09 November 2023 Jeremy Domballe
This paper provides some context as to what the tactic of "disabling the automatic identification system (AIS) on vessel" consists of by providing...
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12 October 2023 Chris Rogers
While seasonality appears to be returning to normal, we see evidence of a steady process of reshoring for Christmas decorations.
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09 October 2023 Jingyi Pan
The worldwide Purchasing Managers' Index (PMI) surveys compiled by S&P Global Market Intelligence indicated a nineteenth successive monthly deterioration...
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20 September 2023 Ken Wattret
The near-term outlook for inflation has deteriorated as crude oil prices have risen.
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29 August 2023 Paul Smith, Ph.D. David Owen
In this research paper, we build on our previous nowcasting work with Purchasing Managers' Index (PMI) data by introducing a new model to provide...
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28 August 2023 Byron McKinney
This paper seeks to identify and analyze the FinCEN and Bureau of Industry and Security (BIS) Joint Alert issued May 19th, 2023, regarding Russian...
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11 August 2023 Michael Zdinak Chris Rogers
Back to school shopping data is in. How does it stack up to last year?
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04 August 2023 Caroline Foshee Ben Herzon
Monthly US GDP has strong momentum heading into the third quarter.
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28 July 2023 Deepa Kumar Chris Rogers
India's rice restrictions come amid concerns around domestic price inflation resulting from food supply chain disruptions.
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19 July 2023 Matt Chessum
Q2 Securities Finance Review Webinar Slides
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10 July 2023 Lawrence Nelson Ben Herzon Akshat Goel
Labor data is going in the opposite direction from what would be required to see core price inflation decline sustainably to the Fed’s target....
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06 July 2023 Chris Williamson
The global economy continued to expand in June, according to the S&P Global PMI surveys, based on data provided by over 27,000 companies. However...
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23 June 2023 Chris Williamson
Eurozone business output growth came close to stalling in June, according to the latest HCOB flash PMI survey data produced by S&P Global, pointing...
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15 May 2023 Shuchita Shukla Dragana Ignjatovic Anja Heimann
Political will from existing and aspiring members will be more decisive than the Maastricht criteria in the eurozone accession timelines.
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15 May 2023 McEvans Francois
One of the most complex business challenges for our clients today is there need to understand and assist their clients (institutional asset managers)...
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08 May 2023
Find out the importance of the new Unique Product Identifier (UPI) and its impact on firms
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05 May 2023 Natasha McSwiggan
Our banking risk experts provide insight into events impacting the financial sector in emerging markets in May.
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27 April 2023 Todd C. Lee Ronel Oberholzer Rajiv Biswas Patrick Newport Diego Iscaro Anja Heimann
Tightening monetary conditions are driving a softening of house prices, which in some key markets are expected to decline in 2023 and 2024.
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21 April 2023 Rajiv Biswas Maryam Baluch Chris Williamson
Insights into economic growth in the first quarter will be the highlights of the coming week, as both the US and eurozone publish advance GDP...
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13 April 2023 Rajiv Biswas
Vietnam's GDP growth rate moderated to a pace of 3.3% y/y in the first quarter of 2023, after rapid GDP growth of 8.0% y/y in 2022
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06 April 2023 Alejandro DuranCarrete Ailsa Rosales
Brazil–China trade seminar generates multiple agreements to deepen bilateral business links
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15 March 2023 William Farmer
Resuming the issuance of PPAs and deprioritizing contract renegotiations aligns with the government’s aim to increase foreign direct investment....
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02 February 2023 Rob Marshall
Our case study underlines the danger that companies may be overstating the business risks associated with renewable energy investments in emerging...
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16 December 2022 Chris Williamson
December saw the US economic downturn gather momentum, according to early PMI survey data, as demand for goods and services slumped at one of...
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15 December 2022 Laura Denman
Latest global sector PMI data, compiled by S&P Global, highlighted the tough conditions being faced by Automobiles & Autoparts manufacturers...
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14 December 2022 Veronica Retamales Burford Jose Sevilla-Macip Carlos Cardenas Carlos Caicedo Carla Selman Ailsa Rosales
ESG-related scrutiny will significantly increase for projects in Latin America, especially for ESG-oriented lenders or investors with a focus...
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12 December 2022
A summary of key changes implemented by proxy advisors in their 2023 voting guidelines for Continental Europe.
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07 December 2022 Jingyi Pan
Global business conditions worsened in the penultimate month of the year according to the JPMorgan Global Composite PMI, compiled by S&P Global....
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07 December 2022 Jingyi Pan
The global slowdown accelerated midway into the final quarter of the year with both manufacturing and services output deepening in contraction....
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02 December 2022 Chris Williamson
Global manufacturing business conditions worsened for a third successive month in November
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29 November 2022 Charles Basner
We reflect on 2022 and identifies three key themes: data, retaining TPRM talent and doing more with less
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24 November 2022
How much change has already happened in private markets regarding ESG? These and other topics were discussed as part of a panel at Interact...
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23 November 2022 Chris Williamson
November saw business activity fall across the eurozone for a fifth month running, according to flash PMI data
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28 October 2022 Jingyi Pan Chris Williamson
Worldwide manufacturing and services PMI data will be eagerly anticipated next week for the first indications of early Q4 performance around...
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25 October 2022 Chris Williamson
October flash PMI data showed economic contractions gathering pace in the US, eurozone and UK, leaving Japan as the only major developed world...
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24 October 2022 Akshat Goel
Parents are expected to spend $3.2 billion on candy this Halloween — a record amount, which works out to about $25 per household.
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10 October 2022
Monthly style and specialty model performance report.
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06 September 2022 Carla Selman
As a result of the Chilean referendum, a new constitutional process is likely to delay the implementation of President Boric’s agenda
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30 June 2022 Stella Lim Pedro Choi
South Korea presents a whole different environment when it comes to dividends. In this report, we walk you through S.Korean dividend market that...
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29 June 2022 Kate Aziz
The S&P Global Know Your Third Party (KY3P®) team recently sponsored the 7th Annual Vendor & Third Party Risk Europe Summit organized...
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14 April 2022 Rajiv Biswas Jingyi Pan Chris Williamson
Flash PMIs released in the coming week across major developed economies offer a first look into the degree to which these countries have been...
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07 April 2022 Jingyi Pan Chris Williamson
The global economy expanded for a twenty-first straight month* in March, according to the JPMorgan Global PMI™ (compiled by S&P Global), but...
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24 March 2022 Chris Williamson
Preliminary PMI survey data showed only a modest impact from the Ukraine war on current economic growth in the world's largest developed economies...
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24 March 2022 Jingyi Pan
Australia saw business activity improve at an increased rate in March, while activity in Japan showed signs of stabilising.
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08 March 2022
The Russia-Ukraine war has led to economic sanctions being imposed by global players and is likely to impact international trade of Russia significantly....
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25 February 2022 Rajiv Biswas Jingyi Pan Chris Williamson
Markets will inevitably be dominated by the Ukraine crisis, though from an economic data perspective worldwide manufacturing and services PMIs...
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11 February 2022 Chris Fenske
All major APAC, European, and US equity indices closed lower. US government bonds closed sharply higher, while most benchmark European bonds...
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13 January 2022 Rajiv Biswas Jingyi Pan Chris Williamson
A busy week ahead is lined with central bank meetings in Japan and Malaysia while labour market and inflation data from the UK will be in focus...
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13 December 2021 Chris Fenske
All major US, European, and APAC equity indices closed higher on the week. US government bonds closed sharply lower on the week, while benchmark...
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01 December 2021 Chris Williamson
Worldwide manufacturing output growth remained subdued in November as ongoing near-record supply shortages were accompanied by a slowing of demand...
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17 November 2021 Michael Dall
Commodity markets remain rattled, but price correction bodes well for inflation outlook
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29 October 2021 Chris Fenske
Most major US equity indices closed higher, while Europe and APAC markets were mixed. US government bonds closed higher, while benchmark European...
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28 September 2021
FlexTrade and S&P Global collaborate to deliver an efficient and improved user experience for clients
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07 September 2021
We review factor performance in August 2021.
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24 August 2021 Thea Fourie
Employment recovers in sub-Saharan Africa, but not enough to make a dent in unemployment levels
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23 August 2021 Jatan Pathak
As the world of asset servicing becomes more global and diverse, the complexity of corporate actions is increasing with it. The ever-elusive...
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16 August 2021 Brian Lawson
Following strong US employment data for July, almost fifty issuers sold debt in just two days
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12 August 2021 Rajiv Biswas Jingyi Pan Chris Williamson
Meeting minutes from the Fed and RBA will be released in the coming week while a series of economic data will be closely watch, including eurozone...
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05 August 2021 Sam Pierson
Securities Finance July 2021
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04 August 2021
We review factor performance in July 2021.
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23 July 2021 Chris Williamson
July saw the UK economy's recent growth spurt hit by a rising wave of virus infections, which subdued customer demand, disrupted supply chains...
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19 July 2021 Chris Fenske Ana Moreno
All major US and European equity indices and most APAC markets closed lower on concerns of slower growth and renewed restrictions due to the...
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23 June 2021 Chris Fenske
All major European equity indices closed higher, while US and APAC markets closed mixed. US government bonds closed lower and most benchmark...
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03 June 2021 Chris Williamson
The S&P Global US composite PMI, covering both manufacturing and services, showed one of the largest jumps on record in May
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27 May 2021 James Irwin
James Irwin explains how we have helped market participants in Europe keep settlement times down while supporting volume growth, and looks ahead...
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26 May 2021 Chris Fenske
Most major US and APAC equity indices closed higher, while most European markets were lower. US government bonds closed lower, while benchmark...
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21 May 2021 Chris Williamson
The UK is enjoying an unprecedented growth spurt as the economy reopens, according to the latest flash PMI data from S&P Global and CIPS
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21 May 2021 Chris Williamson
Demand for goods and services is surging at the sharpest rate for nearly 15 years across the eurozone, according to flash PMI data form S&P Global...
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13 May 2021 Brian Lawson
Germany’s latest Green bond gained record demand and priced two basis points tighter than its conventional “twin”.
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05 May 2021 Ravi Amin
Trade finance professionals recognize the importance of the role they play in enforcing international regulations pertaining to export compliance....
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21 April 2021 Chris Fenske
All major US and European equity indices closed higher, while most APAC markets were lower. US government bonds closed flat and benchmark European...
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19 April 2021 Brittany Garland
Custodians face formidable implementation challenges. Beyond their sheer size and operational complexity, the need to maintain rigorous regulatory...
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19 March 2021 Rajiv Biswas Lewis Cooper Ken Wattret Chris Williamson
A jam-packed economic calendar for the week ahead sees the release of flash PMI data for the Eurozone, UK and US, as well as Japan and Australia...
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12 March 2021 Chris Williamson
Global economic growth accelerated in February, according to the worldwide PMI surveys conducted by S&P Global, with growth falling just short...
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11 March 2021 Sophie Cairns Sacha Baggili Hannah Cotillon Deepa Kumar David Li Bree Neff Asad Ali Anton Alifandi
China and India will leverage “vaccine diplomacy” as they roll out the Covid-19 vaccine
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19 February 2021 Chris Williamson
Ongoing COVID-19 lockdown measures dealt a further blow to the eurozone’s service sector in February, adding to the likelihood of GDP falling...
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03 February 2021 Chris Fenske
Equity markets closed mixed across the US, APAC, and Europe. US government bonds closed lower, while European bonds were mixed. iTraxx-Xover...
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22 January 2021 Sian Jones Rajiv Biswas Paul Smith, Ph.D. Ken Wattret Chris Williamson
Week Ahead Economic Preview: Week of 25 January 2021
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20 January 2021 Michael Dall
Record LNG prices cause frantic trading in energy markets
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24 December 2020 Thomas McCartin
Supply chain problems support another sizeable weekly gain in many material prices
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16 December 2020 Jocelyn Lewis
Investment strategies focused on extending credit through private debt, bi-lateral loans and direct lending have grown significantly in recent...
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11 December 2020 Jordan Anderson
TPLF target government forces with small arms, IED’s and occasional rockets and artillery following withdrawal from Urban centres in Tigray
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08 December 2020
The Effects of MiFID II, Two Years Later
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07 December 2020
S&P Global has formed a strategic alliance with MSCI Inc. to integrate MSCI’s portfolio and risk analytics capabilities with thinkFolio, the...
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01 December 2020
Before 2020, KYC due diligence teams were already under pressure from regulatory, industry and technological changes. When the pandemic hit...
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20 November 2020 Tomasz Brodzicki, Ph.D.
In October 2020 PMI new export orders' readouts for all the main economies of the world, apart from the US, are above 50.0 points which is indicative...
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17 November 2020
Latest PMI data signalled that the recovery of Canada’s manufacturing sector continued into October, but a second wave of coronavirus disease...
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12 November 2020 Tomasz Brodzicki, Ph.D.
To empirically identify the impact of COVID-19 on the trade we have built an econometric model in the gravity tradition explaining the intensity...
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08 October 2020 Nikhi Gill Brett Schechterman
With Covid-19 causing turmoil for the global economy and logistical workplace disruption, numerous sectors within the capital markets have been...
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05 October 2020 Chris Williamson
The eurozone’s economic recovery ground almost to a halt in September, as a renewed fall in service sector activity countered faster manufacturing...
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01 October 2020 Jack A. Kennedy
Kuwait succession unlikely to be disputed, with energy and investment policies remaining consistent
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01 October 2020 Chris Fenske
US equity markets closed higher despite a sharp sell-off in S&P futures overnight, while APAC and most major European markets were lower. Today...
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29 September 2020 Elina Gokh
In July, our loan portfolio administration business, WSO, reached a huge milestone: our services business broke through the $500 billion AUM...
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22 September 2020 Chris Fenske
US equity markets closed higher on the day, while APAC markets were lower and Europe was mixed. European government bonds closed mixed and US...
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09 September 2020 Mr. William May
An overheating equity market corrected sharply last week but all commodities, save oil, were unaffected, marching higher
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08 September 2020
Monthly style and specialty model performance report.
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03 September 2020
We review factor performance in August 2020.
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03 September 2020 Chris Williamson
The worldwide PMI surveys indicated a further strengthening of global economic growth in August
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03 September 2020 Chris Williamson
Service sector companies across the eurozone saw growth of business activity grind almost to a halt in August, fueling worries that the post-lockdown...
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28 August 2020 Sian Jones Paul Smith, Ph.D. Ken Wattret Chris Williamson Bernard Aw
A comprehensive view of global economic conditions midway through the third quarter will be provided by the worldwide PMI surveys, with the week...
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06 August 2020 Chris Williamson
The worldwide PMI surveys indicated a strengthening of global economic growth in July, led by rebounding activity from COVID-19 lockdowns notably...
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23 July 2020 Brett Schechterman
S&P Global is partnering with Cassini Systems, the leading provider of pre- and post-trade margin and collateral analytics for derivatives markets...
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17 July 2020 Chris Fenske
Most equity markets closed modestly higher and benchmark government bonds were lower on the day. iTraxx and CDX indices closed a bit tighter...
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15 July 2020 Mr. William May
A tenth consecutive weekly gain in our Materials Price Index (MPI) leaves the MPI down just 9% in 2020 as capacity closures raise materials price...
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02 July 2020 Mike Wiman
Mexico didn’t impose large-scale quarantines until the last week of March, and the containerized export volume declines (measured in 20-foot...
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25 June 2020 Asad Ali
Government-military relations in Pakistan deteriorate over COVID-19, increasing likelihood of PM being replaced or ruling coalition collapsing...
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23 June 2020 Chris Fenske
The first wave of flash PMI releases indicated further recovery in May, but most country’s manufacturing and services headline numbers still...
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16 June 2020 Alice Gladen
The impact on the shipping industry has been widespread, whether that is the complete freezing of the cruise ship industry, the implications...
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05 June 2020 Chris Fenske
Global equity markets had already started the day off in positive territory, with APAC markets closing higher and Europe opening higher out of...
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01 June 2020 Chris Fenske
Global equity markets closed higher, with APAC markets performing particularly well. US and European high yield credit indices continue to grind...
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29 May 2020 Chris Fenske
US and APAC equity markets closed mixed, while European markets were lower across the region. However, all major equity markets closed higher...
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22 May 2020 Sam Pierson
Historic US equity short squeeze in April
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18 May 2020 Chris Fenske
Global equities, oil, investment grade/high yield credit indices, and even cheese futures closed sharply higher on the day, driven by Sunday...
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18 May 2020 Chris Williamson
US manufacturing output fell at a post-war record rate in April, corroborating earlier survey data from S&P Global which pointed to a dramatic...
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14 May 2020 Mike Wiman
Looking at containerized trade by 20-foot equivalent units (TEUs), total Mexico exports to the US were relatively flat, declining just 0.9% the...
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13 May 2020 Chris Williamson
Global business activity contracted at an unprecedented rate in April
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08 May 2020 Chris Fenske
APAC equity markets closed modestly lower and Europe/US markets ended the day higher, despite the additional 3+ million new unemployment insurance...
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04 May 2020 Alice Gladen
As COVID-19 continues to have an impact and lockdown continues throughout the world, the UK fishing industry appears to be struggling. The Marine...
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02 May 2020 Chris Fenske
Most European and APAC markets were closed for the Labor Day holiday, so market activity was limited. The US equity markets closed lower on day...
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02 May 2020 Michael Miller
Planning, Preparing and Presenting Your Next Earnings Call in a COVID-19 World with Eric Boyer, Senior Vice President of Investor Relations at...
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27 April 2020 Chris Fenske
The Bank of Japan started the week on a positive tone after its unexpected announcement of additional aggressive monetary easing to support corporations’...
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15 April 2020 Chris Williamson, BA, MA econ
Global business activity contracted in March at the fastest rate for 11 years
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13 April 2020 Chris Fenske
Relatively calm day in the global markets, as most of Europe and some APAC markets were closed in observance of the Easter holiday. Most US equity...
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09 April 2020 Chris Fenske
The Federal Reserve helped to provide some additional momentum for an already strong week in the US equity markets with the 8:30am ET announcement...
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06 April 2020 Chris Fenske
Equity markets remained very upbeat today as data indicates that the spread of COVID-19 is slowing in parts of Europe and leaders there are evaluating...
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01 April 2020 Chris Williamson
Global manufacturing orders fell at the steepest rate for 11 years in March as the coronavirus disease 2019 (COVID-19) outbreak continued to...
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24 March 2020 Chris Williamson
The flash PMI surveys for March highlight how the COVID-19 outbreak has already dealt the UK economy its hardest blow since data were first available...
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19 March 2020 Chris Fenske
Daily Market Update for March 19, 2020
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10 March 2020
Przemek Bozek discusses why satellite companies are popular, and why they are difficult to value.
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21 February 2020 Bernard Aw
Australia’s private sector business activity shrank in February as adverse weather conditions and the coronavirus outbreak took its toll, according...
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13 February 2020 Ludovico Carlino Firas Modad
Yemen-based Houthi movement has mounted 462 attacks against targets inside Saudi territory since 2015
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07 February 2020 Brian Lawson
An active European block-deal calendar and India’s privatization program for 2020/21
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22 January 2020 Ken Matheny, Ph.D. Ben Herzon, Ph.D.
Our examines the impact of a longer than expected pause in the production of Boeing’s 737 MAX
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15 January 2020 Carlos Caicedo
Brazil’s fiscal reform likely to lose momentum in 2020 given president’s lack of engagement with Congress
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08 January 2020 William May
European gas prices plummet on pipeline deal, before US-Iran tensions boil over at the week's end
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06 January 2020 Chris Williamson
Global manufacturing activity remained broadly unchanged in December, according to PMI survey data, improving only fractionally for a second...
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03 January 2020 Sam Pierson
Global revenue falls 6.3% to $10.1 billion
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02 January 2020
World merchandise trade volume is forecasted to grow 2.7% in 2020, and to grow by 5.0% in 2021.
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31 December 2019 Kathleen Navin, CBE Ben Herzon, Ph.D.
According to our Monthly GDP Index, monthly GDP rose 0.1% in November
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18 December 2019
This report summarizes our dividend expectations for FY19 for EMEA
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17 December 2019 Nariman Behravesh, Ph.D.
What's coming in 2020? Global growth will expand at a rate of 2.5 percent in 2020 before edging up to 2.7% in 2021 and 2022.
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16 December 2019 Chris Williamson
December’s PMI survey data sadly lacked festive cheer, indicating that the economy contracted for the third time in the past four months. With...
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12 December 2019 Sam Pierson
Proxy voting and exercising corporate governance responsibilities can work in tandem with securities lending
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05 December 2019 Brian Lawson
In the first week after Thanksgiving, two borrowers raised perpetual debt and several others obtained longer-dated liabilities.
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18 November 2019 Chris Williamson
Despite falling in October for a second straight month, there are signs that the underlying trend in US manufacturing output is improving.
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15 November 2019 Dijedon Imeri
Dispute over Taranto steelworks increases likelihood of nationalization but does not represent shift in Italy's industrial policy
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28 October 2019 David Deull
We are forecasting Americans to spend a total of $2.7 billion on Halloween candy in 2019, the most yet
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23 October 2019 Sharon Fisher
While demographic challenges are daunting, some countries are better positioned than others to live with shrinking populations.
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21 October 2019 Gavan Nolan
Positive stories about the CDS market are few and far between in contemporary mainstream media. This is not surprising – an article about nefarious...
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11 October 2019 Sam Pierson Nicholas Godec, CFA
September HY Decomposition - HTML Meta
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10 October 2019 Chris Williamson
The latest official data show the UK economy is likely to avoid a recession, though a drop in GDP in August hints at a weakening trend going...
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04 October 2019 Bill Sheridan
New Crypto Tax Guidance Finally Arrives
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03 October 2019 Chris Williamson
Business surveys sent conflicting signals on the health of the US manufacturing sector in September. But dig deeper and the survey divergences...
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01 October 2019 Bernard Aw
South Korean manufacturing conditions worsened for a fifth consecutive month in September, according to the
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04 September 2019 Paul Smith, Ph.D. Joseph Hayes
Update 4th September 2019:Underperforming PMIs raise UK recession risk
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03 September 2019 Chris Williamson
US manufacturers are enduring a torrid summer, with survey gauges of output and new orders down to their lowest since 2009
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03 September 2019 Brian Lawson
Argentina plans “voluntary reprofiling” of its international debt including IMF borrowings and enforced payment delay on domestic obligations...
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15 August 2019 Carla Selman
Opposition wins Argentine primaries making re-election of pro-business president highly unlikely, risk of state interventionism increases
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01 August 2019 Bernard Aw
Caixin PMI data, compiled by S&P Global, indicated that China’s manufacturing sector was close to stabilisation at the start of the third quarter....
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25 July 2019 David Jesson
How does the industry need to adapt to make use of existing tech and prepare for future transformations?
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24 July 2019 Chris Williamson
The eurozone economy relapsed in July, with the PMI giving up the gains seen in May and June to signal one of the weakest expansions seen over...
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17 July 2019 Chris Williamson
More detailed official data corroborates survey data which point to a marked change in firms’ appetite to hire so far this year
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03 July 2019 Dijedon Imeri
New center-left Danish government to focus on increased social spending and cutting greenhouse gas emissions
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06 June 2019 Carla Selman
Chilean government prepares national lithium policy, likely easing conditions for investment; opposition’s nationalization demands to delay implementation....
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05 June 2019 Bernard Aw
Chinese enterprises reported further growth in economic activity in May
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04 June 2019 Chris Williamson
Worldwide PMI surveys indicated that manufacturing moved into decline in May, with business conditions deteriorating to the greatest extent since...
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31 May 2019 Brian Lawson
During May, equity markets have reversed while bond risk spreads have widened.
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24 May 2019 Chris Williamson
Growth of US business activity slowed sharply in May, according to the latest survey data
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23 May 2019 Chris Fenske
The rally in US investment grade bond spreads appears to have stalled following the breakdown of the US/China trade negotiations announced in...
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15 May 2019 Shane Norton
We expect travel to rise by 1.5 million from last year as 42.8 million travelers are expected to take to the rails, roads and skies during the...
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22 April 2019 Chris Fenske
The below heat map shows S&P Global's Relative CDS Score as of April 12, 2019, compared to the past year's daily closing levels, for the S&P...
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12 April 2019 Bernard Aw Chris Williamson Rajiv Biswas Sian Jones Joseph Hayes
With concern growing about a global economic slowdown, the coming week sees some important data releases to add guidance for the world's largest...
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10 April 2019
Asia Metro Targeting Series provides insight into who has been buying and selling in Asia. This month’s report focuses on Hong Kong-based investors....
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05 April 2019 Annabel Fiddes
The latest Report on Jobs indicates that heightened uncertainty led UK companies to delay or cancel staff hiring in March
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05 April 2019 Pollyanna De Lima
Despite moderating in March, the downturn in labour market efficiency across the eurozone was stretched to 12 months
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04 April 2019
We review factor performance in March 2019.
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25 March 2019 Rajiv Biswas Chris Williamson
Markets will be looking for signs of support having been rattled by weaker than anticipated PMI surveys last week. The surveys showed accelerating...
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25 March 2019 John Miller
After recovering from the war with the US, which decimated the countryside and killed millions of people, Vietnamese leaders in the 1980s started...
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01 March 2019 Chris Williamson
Growth of UK manufacturing activity edged lower despite being buoyed by factories and their customers building inventories.
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27 February 2019 Thomas McCartin William May
Positive sentiment offsets weak data keeping commodity prices relatively flat
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11 February 2019 Fotios Katsoulas
Last year, Libyan crude oil production averaged around 50,000 barrels per day (b/d) lower than the 1 Mn b/d target earlier set by the state....
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05 February 2019
We review factor performance in January 2019.
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29 January 2019
Despite the earlier optimism among some owners, January hasn’t been an easy month for the Very Large Crude Carrier (VLCC) segment.
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24 January 2019 Diego Moya-Ocampos, LLB Carlos Cardenas
Further rank-and-file mutinies likely in Venezuela alongside anti-government protests in traditionally pro-government shanty towns.
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21 December 2018 Raj Badiani
An S&P Global scenario predicts that the economic consequences of a no-deal Brexit would be damaging.
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11 December 2018
In the closing report of our three-part series, we share Big 4 auditor feedback focused on surviving the year-end audit season.
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05 December 2018 Chris Williamson
PMI surveys showed UK business activity growing at a sharply reduced rate in November
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29 November 2018 Sam Pierson
Peak borrow availability at minimum cost
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20 November 2018 Timo Klein
Temporary factors were responsible for much of the latest economic downturn
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16 November 2018 David Deull
Healthy supply to take a bite out of turkey prices
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07 November 2018
Monthly style and specialty model performance report.
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07 November 2018 Pollyanna De Lima
Widespread contraction in eurozone productivity at start of fourth quarter
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05 November 2018 John Miller
Trade and production of plastics are getting a boost from more gas drilling, even as the fuel-based material faces opposition because it’s so...
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01 November 2018 Ken Wattret
Why the euro has risen so much on a trade-weighted basis and why it matters
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01 November 2018 Chris Williamson
Manufacturers reported a disappointing start to the fourth quarter, registering the weakest monthly growth since the Brexit vote.
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22 October 2018 Alisa Strobel
Zimbabwe revises GDP data and includes informal sector for the first time while the new Finance Minister announces ambitious economic stabilization...
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16 October 2018 Nariman Behravesh, Ph.D.
Ukraine, South Africa, Indonesia and India among key emerging markets vulnerable to currency crisis
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11 October 2018 Thea Fourie Langelihle Malimela Joyce Silungwe Brian Lawson
A 30-minute expert commentary on the current political and economic landscape and the potential near-term implications for South Africa.
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08 October 2018 Chris Williamson
Global economic growth moderated to a two-year low in September in a broad-based slowdown, according to the latest PMI surveys.
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27 September 2018 Ama Egyaba Baidu Forson
Kenya's government has decided to manage its economy without access to nearly USD1 billion from the International Monetary Fund (IMF).
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24 September 2018 John Miller
All year, even as the Trump administration and Chinese leaders fired round after round of new tariffs at each other, both sides targeted mostly...
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07 September 2018 Chris Williamson
Highlights of the week include European Central Bank and Bank of England monetary policy meetings, the latter coming on the heels of updated...
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06 September 2018 Pollyanna De Lima
Workforce efficiency in the euro area worsened marginally for the fifth month running in August.
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05 September 2018
S&P Global's acquisition of Ipreo brings together businesses with strong growth potential in alternative assets and solutions for asset managers....
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30 July 2018 John Miller
Last week, European Commission President Jean-Claude Juncker flew to Washington to cool a brewing trans-Atlantic trade war.
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25 July 2018 Yacine Rouimi Sharon Fisher
Western European wages and productivity growth has lagged that in Emerging Europe. Is the Phillips curve still valid?
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19 July 2018 Annabel Fiddes
Latest official data regarding employee earnings and inflation have both come in under forecasts, but survey data suggest that pay and price...
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16 July 2018
Despite the expected vote to maintain rates, there is growing evidence that Sweden will raise rates
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13 July 2018 Deepa Kumar David Li
Reduced India-China tariffs will expand market for Indian pharmaceuticals and broaden Indian start-ups' access to venture capital.
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10 July 2018
Monthly style and specialty model performance report.
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29 June 2018 Jihane Boudiaf
Umbrella jihadist group likely to exploit expanded reach across Sahel to attack security installations more frequently.
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27 June 2018 Kit Nicholl Jan Gerhard
French President Emmanuel Macron and German Chancellor Angela Merkel met on 19 June to discuss EU reform ahead of the 28–29 June European Council...
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19 June 2018 Francisco Tang Bustillos
After a six-year delay, Syria released national account data showing that the economy contracted by more than 50% in 2012-2016.
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15 June 2018
An update to our Social Media factor suite performance since the factors went live four years ago.
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08 June 2018
Monthly style and specialty model performance report.
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04 June 2018 Nazanin Soroush Meda Al Rowas David Li
Iran likely to increasingly rely on China as major trading partner to withstand strengthening US sanctions.
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01 June 2018 Chris Williamson
Business survey data for May will provide indications of global and national economic trends midway through the second quarter, with UK data...
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25 May 2018 Diego Moya-Ocampos, LLB
US sanctions on Venezuela highly likely following fraud allegations in presidential election.
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09 May 2018 Paula Diosquez-Rice
The Argentine peso remains highly vulnerable despite aggressive Central Bank intervention.
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04 May 2018
S&P Global Weekly Securitized Snapshot – May 5, 2018
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01 May 2018 Chris Williamson
UK manufacturers reported the weakest improvement in business conditions for nearly one-and-a-half years in April.
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27 April 2018 Chris Williamson
UK economic growth slowed to near stagnation in the first quarter, casting further doubts on the health of the economy.
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25 April 2018 Vaiva Seckute
Lithuania will ease the tax burden on labor and redesign the pension system, which should encourage private participation.
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20 April 2018
Over the last two years, 22 central securities depositories in 20 markets have migrated to TARGET2-Securities (T2S). Like it or not, the platform...
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12 April 2018 Theo Acheampong, Ph.D.
Botswana's appointment of new president likely to ensure policy continuity
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10 April 2018 Tom Jackson
Widening of sanctions would cause pain to farmers and manufacturers.
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09 April 2018 John Miller
As we’ve been documenting in this space, the prospect of a U.S.-China trade war has rattled world markets, shipping lines and commerce officials...
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05 April 2018 Chris Williamson
Global economic growth slowed sharply to the weakest for over a year in March, according to the latest PMI surveys.
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04 April 2018
We review factor performance in March 2018.
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23 March 2018 Hanna Luchnikava-Schorsch
The China Pakistan Economic Corridor success may be overshadowed by a brewing balance of payments crisis and upcoming elections.
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22 March 2018 Chris Williamson
Eurozone business activity grew at its slowest rate for over a year in March, according to the flash S&P Global Eurozone PMI.
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19 March 2018 Chong Jun Wong, CFA
Companies in the FTSE Straits Times Index are expected to return SGD 20.9bn in dividends to shareholders this year.
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19 March 2018 Bernard Aw
China’s economy lost a little momentum in February, but the country remained on course for its best quarter for over seven years.
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16 March 2018
The S&P Global Weekly Mortgage Snapshot provides a summary of the US securitized mortgage market.
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05 March 2018 Chris Fenske
Chris Fenske highlights the value of “quantamental” investing
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02 March 2018
The S&P Global Weekly Mortgage Snapshot provides a summary of the US securitized mortgage market.
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28 February 2018 David Li
Cross-strait military build-up heightens war-risk and increases likelihood of discrimination against Taiwan and US companies in China.
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21 February 2018 Chris Williamson
February saw the eurozone’s growth spurt lose a little momentum, but the rate of expansion remains impressive.
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21 February 2018 Chris Williamson
US business activity growth accelerated markedly in February, according to the flash PMI™ surveys.
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09 February 2018
The S&P Global Weekly Mortgage Snapshot provides a summary of the US securitised mortgage market.
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09 February 2018 Sam Pierson
With the sell-off pushing US equity returns into negative territory for 2018, highly shorted stocks have delivered alpha for investors.
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06 February 2018
Outlook for US-North Korean confrontation
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06 February 2018 Petya Barzilska Dragana Ignjatovic
While Bulgaria meets the economic conditions, institutional readiness could hinder progress.
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24 January 2018 Chris Williamson
The flash PMI surveys indicated a mixed but broadly encouraging start to 2018 for the US economy.
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19 January 2018
Recent PMI data suggest the Greek manufacturing sector may finally be on a path to recovery....
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05 January 2018 Chris Williamson
"The global economy ended 2017 on a buoyant note, according to PMI survey data. Current business activity growth gained momentum and rising inflows...
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28 December 2017 John Miller
December and New Year's are peak periods for global alcohol trade, which is thriving as hundreds of millions in Asia, Africa and Latin America...
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15 December 2017 Adam Mauro
The S&P Global Weekly Mortgage Snapshot provides a summary of the US securitised mortgage market. CRT LCF tranches trading at extremely tight...
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14 December 2017 Gavan Nolan
To stay on top of the mountain of regulation emanating from the various authorities can feel like a Sisyphean task. So one could be forgiven...
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14 December 2017 Bernard Aw
"Manufacturing conditions in Indonesia improved in November after a disappointing start to the fourth quarter, indicating further steady economic...
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05 December 2017 Chris Williamson
"The latest PMI™ surveys indicate that the economy is on course to sustain steady growth in the closing months of 2017, albeit with the expansion...
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17 November 2017
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10 November 2017 Chris Williamson
"Official data confirm the survey signals of a multi-speed economy. While manufacturing is enjoying strong growth, construction is in the doldrums...
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09 November 2017 Firas Modad
Lebanese PM's resignation probably driven by Saudi Arabia, reflecting intent to intensify pressure on Hizbullah
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31 October 2017 John Anton
There is an unexpected shortage of graphite electrodes, a key piece of equipment for making steel.
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26 October 2017 IHS Markit Maritime & Trade Expert
Despite assurances from CSX CEO E. Hunter Harrison that the railroad has overcome service disruptions due to ongoing operational overhauls, domestic...
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13 October 2017 Nariman Behravesh, Ph.D.
Our Chief Economist, Nariman Behravesh, and the US Macro team recognized for excellence
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02 October 2017 Chris Williamson
"PMI survey data continued to indicate robust manufacturing growth in September. Output, new orders, employment and exports all grew at solid...
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18 September 2017 Chris Williamson
"Official data showed US manufacturers continuing to struggle in August, in line with earlier survey data from S&P Global. Output fell 0.3% since...
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13 September 2017 Sam Teague
"A tentative but positive performance in Q2 Nigeria has returned to growth in the second quarter of 2017, in line with trend seen in the Stanbic...
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01 September 2017 Bernard Aw
Worldwide releases of August services PMI surveys will provide important steers on third-quarter growth and inflation trends for major economies....
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