Global transportation firms face higher risk of default if geopolitical tensions persist. Future credit trends for global transportation firms can appear months in advance in Credit Benchmark’s credit consensus dataset.
Global semiconductor sales are growing at 30% YoY and with recent disruptions to production and trade flows, electronic companies have had to accept significant price hikes to maintain supplies. Semiconductor firms are enjoying strong credit quality as a result – this report examines industry trends and single firm case studies.
Freight and logistics companies have found the silver lining to ongoing supply chain issues, with some reporting record quarterly revenue and operating income. This report analyses credit trends for North American and European trucking companies, highlighting some company-specific examples including TForce, Penske, Wincanton and Woodland.
The retail sector is enjoying some long-awaited good fortune. According to the latest consensus data, credit risk has improved for both the US and UK retail sectors.
Global food prices are at a 10-year high, pushed up by the pandemic. With climate change a growing issue, prices are likely to stay raised. Consensus credit data shows food producers have weathered COVID well, with many rated higher than the major credit rating agencies and continuing to improve.
Supply chains and trade credit are now critical in a post-COVID world. With disruption the new status quo, trade volumes are likely to fluctuate in the coming months. Though technology is helping to create more flexible supply chains. there is a long way to go to repair the damage from COVID. It is more important than ever for businesses to understand the end-to-end credit risk of their supply chains. This whitepaper demonstrates how credit consensus ratings provide part of the solution.
Conditions are ripe for the US and UK auto sectors though ongoing supply chain issues may hamper the otherwise bright outlook.
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.
As supply chains dissolve and reform in response to COVID, combining supply chain network views on Bloomberg with consensus credit risk data can give a more complete picture of the resilience or vulnerability of different sectors and companies.
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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