Credit Risk Insurers & Bank News

11 May 2026

Updates every Monday.

➦ US large banks: The peak of the cycle is not the time to be complacent.
The question the market is beginning to ask in the gap between record earnings and cautious share prices is whether their investors are being adequately paid to stand in the rain with them.

➦ Automotive: Will the Middle East crisis supercharge EV momentum?
Making the old technology expensive is not the same as making the new one affordable, particularly for low- and middle-income households, who are the mass market.

➦ Industry trends chemicals May 2026
The closure of the Strait of Hormuz and high energy prices have a major impact on the chemicals industry.

➦ Bulgaria’s political reset: Radev’s victory signals a new era of stability and reform
The outright majority secured by Rumen Radev’s party represents a significant turning point for Bulgaria, ending a prolonged period of political instability.

➦ Mali: Coordinated Tuareg rebel and jihadist assaults push regime to the brink of collapse
Recent attacks confirm a serious escalation of the conflict in Mali and expose the ineffectiveness of the counterinsurgency led by Mali’s military and Russia’s Africa Corps.

➦ Climate risk for multinational companies extends beyond physical assets
While traditional risk management and insurance remain vital, it is increasingly important for multinationals to broaden their risk mitigation efforts to include supply chains, critical infrastructure, and regulatory environments.

➦ Economics Week Ahead
United States: Employment | G10 Economies: Reserve Bank of Australia Policy Rate, Canada Labor Force Survey | Emerging Markets: Banxico Policy Rate