Update to Regional Credit Risk Analysis Aug 3, 2026 | CREDIT CONDITIONS, Press ReleasesTwo months ago, we examined the impact of the Iran war on corporate credit risk forecasts around the world. The analysis showed...
The SaaSpocalypse Impact on Credit Jul 1, 2026 | CREDIT CONDITIONS, Press ReleasesFor much of 2026, one question has dominated the technology sector: what happens to traditional software companies when...
Communication Services: The Sector Where Scale Hides the Tail Jun 2, 2026 | CREDIT CONDITIONS, Press ReleasesSector dispersion has been a recurring theme in the monthly Credit Conditions Newsletter because distributional dynamics often...
Global Credit Risk After the Iran War Shock May 1, 2026 | CREDIT CONDITIONS, Press ReleasesThis month we take a global look at the impact of the Iran war on corporate credit risk via analysis of median probability of...
Iran Shock Meets a Frozen Labor Market Apr 1, 2026 | CREDIT CONDITIONS, Press ReleasesThe Iran-war energy shock arrived at a fragile moment in the U.S. labor market. It was not because layoffs were surging, but...
The Credibility Risk in Credit Mar 2, 2026 | CREDIT CONDITIONS, Press ReleasesFebruary saw a modest widening in public credit spreads: the ICE BofA U.S. Corporate (IG) OAS widened from 75 bps at January...