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12 Things in Credit: May 2026
16 Jun 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditMacro Pulse U.S.: Weakest Credits Flash a More Selective Market Signal
16 Jun 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditMacro Pulse EU: European Securitisation Momentum Continues to Build
11 Jun 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditMacro Pulse U.S.: Industrial Production Rebound Points to Firmer Manufacturing Momentum
9 Jun 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditMacro Pulse EU: Persistent Services Inflation Complicates Europe’s Inflation Outlook
4 Jun 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditMonthly Bearings: May 2026—Credit Markets Face a More Demanding Backdrop
3 Jun 2026 | Markets Strategy Research | Corporates, Financial Institutions, Funds, Insurance, Project Finance and Infrastructure, Sovereigns, Structured Credit | Macro CreditMacro Pulse U.S.: Real Income Weakness Narrows the Consumer Cushion
2 Jun 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditMacro Pulse EU: ECB Sees Private Credit Risk as Contained
28 May 2026 | Markets Strategy Research | Corporates, Financial Institutions | Macro CreditMacro Pulse U.S.: Treasury Volatility Tests Equity and Credit Resilience
26 May 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditMacro Pulse EU: Europe’s Productivity Gap Looks Narrower on PPP Measures
21 May 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditMacro Pulse U.S.: Jobs Rebound, but Labor Concerns Persist
18 May 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro Credit12 Things in Credit: April 2026
18 May 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditMacro Pulse EU: Europe’s Industrial Recovery Splits Along Regional Lines
13 May 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditMacro Pulse U.S.: Earnings Estimates Surge as Q1 Upside Broadens
12 May 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditMonthly Bearings: April 2026–Energy Shock Tests Europe’s Credit Anchors
7 May 2026 | Markets Strategy Research | Corporates, Financial Institutions, Funds, Insurance, Project Finance and Infrastructure, Sovereigns, Structured Credit | Macro CreditMacro Pulse EU: Hyperscaler Capex Tests Credit Absorption
7 May 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditMacro Pulse U.S.: Oil’s Economic Pain Threshold Has Moved Higher
3 May 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditThe Forward Look—European and UK Credit Views: Q2 2026
1 May 2026 | Markets Strategy Research | Corporates, Financial Institutions, Funds, Insurance, Project Finance and Infrastructure, Sovereigns, Structured Credit | Macro CreditMacro Pulse EU: Waning Consumer Confidence Clouds Europe’s Growth Outlook
30 Apr 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro CreditThe Forward Look—U.S. Credit Insights: Q2 2026
30 Apr 2026 | Markets Strategy Research | Corporates, Financial Institutions, Insurance, Sovereigns | Macro Credit