Tariffs

CommentaryMay 12, 2025
China: Tariff De-Escalation Softens the Blow
Sovereigns
Following the weekend trade talks in Geneva, the U.S. and China released a joint statement today (May 12) agreeing to temporarily remove all tariff and non-tari...
CommentaryMay 6, 2025
U.S. Tariffs on Chinese Imports Negatively Affecting the U.S. West Coast Ports
Infrastructure
The U.S. West Coast Ports posted strong Q1 2025 container volume results that were partly attributed to the frontloading of shipments by importers to avoid the ...
CommentaryMay 5, 2025
Auto OEMs' Suspension of Earnings Guidance Understandable Given Ongoing Lack of Tariff Clarity
Autos & Auto Suppliers
Morningstar DBRS published a commentary in the wake of several automotive original equipment manufacturers (OEMs) having suspended their respective 2025 earning...
CommentaryApril 24, 2025
From U.S. Trade Policy to Global Insurance Policies: Where Does It Matter and How Will Insurance Companies Respond?
Insurance Organizations
Although insurance companies primarily engage in the provision of financial services, the imposition of tariffs by the U.S. on many goods imports will adversely...
CommentaryApril 23, 2025
Crude Market Biding Its Time on Tariffs; Large Winter Draw On Stocks and Strong LNG Demand Support Gas Prices
Energy
Natural Resources
Utilities & Independent Power
This commentary looks at the factors currently affecting oil and gas prices and Morningstar DBRS' forecasts for 2025, 2026, and 2027. Key highlights include th...
NewsletterApril 22, 2025
Consider Credit--Fundamental Ratings Monthly Briefing April 2025
Energy
Services
Consumers
...
This is the April 2025 edition of "Consider Credit--Fundamental Ratings Monthly Briefing". It includes a Credit Rating Actions Dashboard and a description of ou...
CommentaryApril 22, 2025
Stronger Capital Market Revenue Outlook for European Banks Amid U.S. Tariffs and Elevated Market Volatility
Banking Organizations
This commentary presents an update of our 2025 outlook on Capital market revenues for European banks, addressing the heightened volatility and weakening economi...
CommentaryApril 16, 2025
Pause and Play: Deciphering the Credit Impact of Tariff Uncertainty on Specific Corporate and Asset Finance Sectors
Energy
Project Finance
Natural Resources
...
In this commentary, we analyzed the impact of tariffs on imported goods and products imposed by the U.S. Administration on Specific Corporate and Asset Finance ...
CommentaryApril 15, 2025
Higher Tariffs Could Increase European Banks' Low Cost of Risk
Banking Organizations
This commentary presents an update of our 2025 outlook on European banks' cost of risk (COR) and discusses the 2024 analysis insights derived from our sample of...
CommentaryApril 14, 2025
Does the Consumer Have the Wherewithal to Continue Saving the Day?
ABCP
Auto
Student Loans
...
Despite experiencing three years of persistently high interest rates, the U.S. consumer has remained resilient, largely because the labor market is robust and t...
Press ReleaseApril 11, 2025
Morningstar DBRS Posts On-Demand Webinar on The Global Fallout of U.S. Trade Policy
Sovereigns
Notwithstanding the 90-day pause on reciprocal tariffs, except for with China, the large, broad-based, and rapid increase in U.S. tariffs to 10% and to 25% on k...
CommentaryApril 10, 2025
Unpredictable Protectionism: The Global Fallout of U.S. Trade Policy
Sovereigns
Notwithstanding the 90-day pause on reciprocal tariffs, except for China, the large, broad-based, and rapid increase in U.S. tariffs to 10%, and to 25% on key m...
CommentaryApril 9, 2025
Weighing the Choices: The Implications of Canada's Election in a Highly Uncertain Environment
Sovereigns
Canadians are heading to the polls on April 28, 2025, amid a political environment that has shifted dramatically following the resignation of former Prime Minis...
CommentaryApril 9, 2025
U.S. Tariffs on Imports From China: Eye-For-An-Eye Tactics Blind Some U.S. Retailers
Consumers
President Trump's universal 10% tariff on all U.S. imports came into effect on April 5, 2025, with additional tariffs levied on many of the U.S.' trading partne...
CommentaryApril 8, 2025
Trade Tariffs Will Weigh on European Structured Finance
ABCP
Auto
RMBS
...
This commentary explores the impact of the tariffs announced by the U.S. Trump administration on the European securitisation market. Key highlights include: --...
CommentaryApril 8, 2025
Loan Books at Large Italian Banks Contracted in 2024, With a Late-Year Rebound That Could Be Short-Lived Amid Tariffs
Banking Organizations
In this commentary, we analysed the lending data for the large Italian banks (Intesa Sanpaolo S.p.A., UniCredit S.p.A., Banco BPM S.p.A., BPER Banca S.p.A., and...
CommentaryApril 7, 2025
Trump Bump to Trump Slump: Tariffs Quickly Weaken the Operating Environment for U.S. Banks
Banking Organizations
Following President Trump's election, businesses and investors alike anticipated a pro-growth agenda underpinned by less regulation and lower taxes. As a result...
CommentaryApril 4, 2025
South Korea: Constitutional Court Upholds President Yoon's Impeachment But Uncertainty to Continue Until Elections
Sovereigns
In a unanimous 8-0 decision, South Korea's Constitutional Court upheld the impeachment of President Yoon today (April 4) over his declaration of martial law on ...
CommentaryApril 4, 2025
Liberation Day for America but Not for Some U.S. Consumer Staple Product Companies and Grocers
Consumers
Declaring April 2, 2025, "Liberation Day," President Donald Trump announced global tariffs on all products imported to the U.S. We expect the impact of these t...
CommentaryApril 3, 2025
Q4 2024: Ready, Set, Slow! Economic Conditions from Tariffs and Regulatory Uncertainty Delay BDC Origination Growth
Non-Bank Financial Institutions
This commentary reviews the 4Q24 results and outlook for Business Development Companies (BDCs). Key highlights include: -- BDC debt origination growth has bee...

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China: Tariff De-Escalation Softens the Blow

U.S. Tariffs on Chinese Imports Negatively Affecting the U.S. West Coast Ports

Auto OEMs' Suspension of Earnings Guidance Understandable Given Ongoing Lack of Tariff Clarity

From U.S. Trade Policy to Global Insurance Policies: Where Does It Matter and How Will Insurance Companies Respond?

Crude Market Biding Its Time on Tariffs; Large Winter Draw On Stocks and Strong LNG Demand Support Gas Prices

Consider Credit--Fundamental Ratings Monthly Briefing April 2025

Stronger Capital Market Revenue Outlook for European Banks Amid U.S. Tariffs and Elevated Market Volatility

Pause and Play: Deciphering the Credit Impact of Tariff Uncertainty on Specific Corporate and Asset Finance Sectors

Higher Tariffs Could Increase European Banks' Low Cost of Risk

Does the Consumer Have the Wherewithal to Continue Saving the Day?

Morningstar DBRS Posts On-Demand Webinar on The Global Fallout of U.S. Trade Policy

Unpredictable Protectionism: The Global Fallout of U.S. Trade Policy

Weighing the Choices: The Implications of Canada's Election in a Highly Uncertain Environment

U.S. Tariffs on Imports From China: Eye-For-An-Eye Tactics Blind Some U.S. Retailers

Trade Tariffs Will Weigh on European Structured Finance

Loan Books at Large Italian Banks Contracted in 2024, With a Late-Year Rebound That Could Be Short-Lived Amid Tariffs

Trump Bump to Trump Slump: Tariffs Quickly Weaken the Operating Environment for U.S. Banks

South Korea: Constitutional Court Upholds President Yoon's Impeachment But Uncertainty to Continue Until Elections

Liberation Day for America but Not for Some U.S. Consumer Staple Product Companies and Grocers

Q4 2024: Ready, Set, Slow! Economic Conditions from Tariffs and Regulatory Uncertainty Delay BDC Origination Growth