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State of the European Consumers

Navigating the evolving consumer landscape and its credit implication for issuers

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scheduleThursday, November 2 | 11:00 EDT | 15:00 GMT | 16:00 CET

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Slide deck: Changing State of the European Consumers Fortunes vary by property type

Banking - Europe - European bank balance sheet structure limits contagion from distressed US banks

Banks - Europe - ECB keeps rates unchanged as inflation falls by almost one percentage point

Housing - Europe - Housing affordability will not improve in main European cities despite declining house prices

Buy-to-Let RMBS - UK - Rent hikes and equity injections are helping reduce refinancing risk

RMBS - UK - Pre-2008 non-conforming RMBS bear brunt of rising arrears, a credit negative

The State of the European Consumer: September 2023

Nonfinancial Companies - Global Industry Sector Outlooks - Two-thirds of ISOs positive or stable but high rates, weak demand, geopolitics loom

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