The worst of the pandemic-related challenges may have passed but continued improvement for the US auto sector may be under threat unless supply chain problems ease.
The UK is seeing similar problems as credit for auto firms deteriorates, and lingering concerns about Brexit remain.
Monthly changes in credit quality outlook for the energy sector were muted this month, with the US seeing some improvement and the UK seeing some deterioration in credit. The EU energy sector is stable.
Stability is the current trend for the UK retail sector though challenges for the sector remain. US retail continues on a slow and steady path to improvement.
The article from Investors’ Chronicle cites Credit Benchmark credit risk data on Oil & Gas companies and General Retailers to highlight the disparity between credit quality and share prices.
Conditions are ripe for the US and UK auto sectors though ongoing supply chain issues may hamper the otherwise bright outlook.
The energy industry is experiencing mixed fortunes, with the US sector holding steady and the EU seeing some improvement, whereas the UK sector showed deterioration from the prior month.
Consensus data may be providing some hope for the beleaguered UK and US retail sectors.
The brakes have been pumped on 2020’s credit deterioration in the US and UK auto sectors. Consensus credit data is showing improvement after a long period of stress.
Dynamics look better for the US, UK, and EU energy sectors. Credit Benchmark consensus data show little recent change in credit quality, and if market conditions continue to improve, real improvements in credit may come sooner rather than later.
Consensus data may be providing some hope for the beleaguered UK and US retail sectors.
Credit Benchmark brings together internal credit risk views from over 40 leading global financial institutions. The contributions are anonymized, aggregated, and published in the form of consensus ratings and aggregate analytics to provide an independent, real-world perspective of credit risk. Risk and investment professionals at banks, insurance companies, asset managers and other financial firms use the data for insights into the unrated, monitoring and alerting within their portfolios, benchmarking, assessing and analyzing trends, and fulfilling regulatory requirements and capital.
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