Tariffs

CommentarySeptember 11, 2025
Bolsonaro Conviction Will Further Stress U.S.-Brazil Relations
Sovereigns
Today Brazil's Supreme Federal Court convicted former President Jair Bolsonaro of plotting a coup d'etat after he lost the 2022 presidential election. While we ...
CommentaryAugust 28, 2025
Canadian Life Insurers Deliver Steady Results, Mostly Unaffected by Tariff Uncertainty
Insurance Organizations
The four largest Canadian life insurers (Canadian lifecos) are performing well into 2025, with core earnings and return on equity (ROE) trending higher amid con...
CommentaryAugust 26, 2025
U.S. Tariffs on Asia: India in the Firing Line
Sovereigns
The Trump administration's pursuit of more balanced trade has led to higher U.S. tariffs on Asian economies' exports. With the region hosting nine of the top 15...
CommentaryAugust 25, 2025
The Tariff-Era Grid: A New Cost Reality for U.S. Regulated Utilities
Utilities & Independent Power
The U.S. has introduced the latest iteration of tariff measures in 2025, sharply increasing duties on key industrial metals. Import tariffs on steel and aluminu...
CommentaryAugust 25, 2025
Canadian Medium-Size Banks: Credit Pressures Persist as Tariff and Economic Uncertainty Lingers
Banking Organizations
This commentary discusses Canadian medium-size banks' (MSBs) credit performance to date and our outlook for the rest of F2025. Key Highlights: -- Asset quali...
CommentaryAugust 12, 2025
European Union: Pharma Tariffs Stand to Hit Ireland Hardest; Impact on Companies Will Vary
Consumers
Sovereigns
With the threat of U.S. tariffs on pharmaceuticals looming in the coming weeks, we are taking a closer look at exposures among European Union (EU) countries and...
CommentaryJuly 29, 2025
Rising Protectionism is Weakening the U.S. Growth Outlook
Sovereigns
President Trump has announced a growing list of tariff increases on countries and products during the first six months of his second term. The U.S. economy has ...
CommentaryJuly 22, 2025
Credit Estimate Snapshot: Q2 2025 Improved Company Financials Prior to Tariffs but Headwinds Remain
Services
Consumers
Industrials
...
Quarterly highlights: -- Out of the 195 existing middle market borrowers we have reviewed this quarter with a previously active CE, there were 21 deteriorations...
CommentaryJuly 15, 2025
Bringing Medicines to Market: CDMOs in Focus
Consumers
This commentary examines Contract Development and Manufacturing Organizations' (CDMO) partnerships with pharmaceutical companies; their main regional markets in...
CommentaryJuly 11, 2025
EU Trade Deal with the U.S. Likely, but 20% Tariffs Would Further Raise Economic Risks and Strain Public Finances
Sovereigns
The U.S. administration delayed the implementation of reciprocal tariffs from July 9th to August 1st. There is still a likelihood of a potential 'agreement in p...
CommentaryJuly 9, 2025
U.S. Structured Credit and Funds 2025 Midyear Outlook
Structured Credit
Morningstar DBRS published its U.S. Structured Credit and Funds midyear outlook update. Key highlights include the following: -- Some deterioration is ex...
CommentaryJuly 8, 2025
U.S. ABS 2025 Midyear Outlook: Tariff Talk and Uncertainty Dominate the Economy
Auto
Consumer Loans & Credit Cards
Property Assessed Clean Energy (PACE)
Morningstar DBRS published its U.S. asset-backed security (ABS) midyear outlook update. Key highlights include the following: -- In an elevated interest rate...
Press ReleaseJune 23, 2025
Morningstar DBRS' Takeaways From Bloomberg Intelligence's "Canada in Transition" Event: Big Six Banks Remain Well Positioned as Headwinds From Macroeconomic and Trade Uncertainty Remain Elevated
Banking Organizations
As part of its Takeaways series, Morningstar DBRS is publishing write-ups about "Canada in Transition: Bank Resilience, TSX Strategy, Policy Shifts," a Bloomber...
Press ReleaseJune 20, 2025
Morningstar DBRS' Takeaways From the Canada in Transition Event: Canada and Its Provinces Draw Closer Amid Uncertainty
Sovereigns
As part of its takeaways series, Morningstar DBRS is publishing write-ups about "Canada in Transition: Bank Resilience, TSX Strategy, Policy Shifts," an industr...
CommentaryJune 19, 2025
Global ABS 2025 Conference: Key Takeaways
ABCP
Auto
RMBS
...
Morningstar DBRS released a commentary entitled "Global ABS 2025 Conference: Key Takeaways", which summarises the major themes of this year's Global ABS in-pers...
Press ReleaseJune 13, 2025
Morningstar DBRS' Takeaways From CREFC Annual Conference 2025: CMBS Withstanding Tariff Shocks for Now
CMBS
As part of its takeaways series, Morningstar DBRS is publishing several write-ups about pertinent topics discussed at CREFC Annual Conference 2025, an industry ...
Press ReleaseJune 10, 2025
Morningstar DBRS' Takeaways From CREFC Annual Conference 2025: Data Centers Powering Up
CMBS
As part of its takeaways series, Morningstar DBRS is publishing several write-ups about pertinent topics discussed at CREFC Annual Conference 2025, an industry ...
Press ReleaseJune 9, 2025
Morningstar DBRS Posts a Webinar Recording on North America Macroeconomic Update
Sovereigns
Morningstar DBRS posted a recording of its North America Macroeconomic Update presentation delivered by the following panelists: -- Michael Heydt, Senior Vice ...
CommentaryJune 4, 2025
North America Macroeconomic Update: On-and-Off Tariff Policy Weakens the Outlook
Sovereigns
Morningstar DBRS released its semiannual North America Macroeconomic Update. The U.S. and Canadian economies held up reasonably well during the first quarter am...
CommentaryMay 29, 2025
Q1 2025: Lower BDC Profitability Despite Limited Direct Portfolio Company Exposure to Tariffs and Federal Spending Cuts
Non-Bank Financial Institutions
This commentary reviews the Q1 2025 results for Business Development Companies (BDCs). Key highlights include: -- Lower weighted average portfolio yields alon...

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Bolsonaro Conviction Will Further Stress U.S.-Brazil Relations

Canadian Life Insurers Deliver Steady Results, Mostly Unaffected by Tariff Uncertainty

U.S. Tariffs on Asia: India in the Firing Line

The Tariff-Era Grid: A New Cost Reality for U.S. Regulated Utilities

Canadian Medium-Size Banks: Credit Pressures Persist as Tariff and Economic Uncertainty Lingers

European Union: Pharma Tariffs Stand to Hit Ireland Hardest; Impact on Companies Will Vary

Rising Protectionism is Weakening the U.S. Growth Outlook

Credit Estimate Snapshot: Q2 2025 Improved Company Financials Prior to Tariffs but Headwinds Remain

Bringing Medicines to Market: CDMOs in Focus

EU Trade Deal with the U.S. Likely, but 20% Tariffs Would Further Raise Economic Risks and Strain Public Finances

U.S. Structured Credit and Funds 2025 Midyear Outlook

U.S. ABS 2025 Midyear Outlook: Tariff Talk and Uncertainty Dominate the Economy

Morningstar DBRS' Takeaways From Bloomberg Intelligence's "Canada in Transition" Event: Big Six Banks Remain Well Positioned as Headwinds From Macroeconomic and Trade Uncertainty Remain Elevated

Morningstar DBRS' Takeaways From the Canada in Transition Event: Canada and Its Provinces Draw Closer Amid Uncertainty

Global ABS 2025 Conference: Key Takeaways

Morningstar DBRS' Takeaways From CREFC Annual Conference 2025: CMBS Withstanding Tariff Shocks for Now

Morningstar DBRS' Takeaways From CREFC Annual Conference 2025: Data Centers Powering Up

Morningstar DBRS Posts a Webinar Recording on North America Macroeconomic Update

North America Macroeconomic Update: On-and-Off Tariff Policy Weakens the Outlook

Q1 2025: Lower BDC Profitability Despite Limited Direct Portfolio Company Exposure to Tariffs and Federal Spending Cuts