Global Economy IEA Sees Q4 Oil Surplus as Gulf Exports Rebound, Diesel Stays Tight
The IEA now sees a fourth-quarter oil surplus as Gulf exports rebound, while diesel stays tight. Explore the latest supply, demand and credit risks.
Global Economy 
Eurozone Germany Growth Forecast Rises as Fiscal Pressures Build
Germany's council forecasts 1.3% growth in 2026 and 1.0% in 2027. Explore how exports, public spending and fiscal pressures affect credit risk.
Latin America Ecuador IMF Deal Puts $380 Million Before Board Approval
Ecuador's IMF staff deal could unlock about $380 million after Board approval. A separate $710 million proposal targets energy and disaster resilience.
US US Adds 165,000 Jobs as Earlier Gains Are Revised Higher
US payrolls rose by 165,000 in October as earlier gains were revised higher. Explore the implications for inflation, Fed policy and credit risk.
Global Economy IEA Sees Renewable Capacity Additions Falling 11% in 2026
IEA forecasts an 11% fall in new renewable capacity additions in 2026 as China slows. Explore the outlook for growth, grids and project financing.
Asia Pacific BOJ Minutes Show Debate Over the Pace of Further Rate Hikes
BOJ September minutes reveal debate over further rate hikes. Explore the latest 1.25% policy rate, inflation risks and implications for borrowers.
US US Midterms Put Federal Funding in Focus as Democrats Gain
US midterm projections point to divided government. The December funding deadline comes first, with the new Congress taking office in January.
US El Nino Adds to 2027 US Inflation Risks, SF Fed Study Finds
A San Francisco Fed study links El Nino to conditional US inflation risks in 2027. Explore the weather assumptions, policy context and credit implications.
Eurozone Lagarde to Leave ECB on February 7, Setting Up Succession
Christine Lagarde will leave the ECB on February 7, 2027. The formal succession process and existing credit conditions frame the policy questions ahead.
Asia Pacific China Industrial Profits Rise 14.4% as Sector Gaps Widen
China's September industrial profits rose 14.4%, but electronics, autos and steel diverged. Explore the implications for cash flow and credit risk.