Credit Risk Insurers & Bank News

01 September 2025

Updates every Monday.

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  Allianz

  ➦ Trade deals or trade wars? Germany’s insoluble budget equation and tariffs diminishing carmakers’ reshoring prospects
  EU-US deal gives the US an edge as the trade war starts to bite.

  ➦ 3.5% to 2035: Bridging the global infrastructure gap
  Over the next decade, the global economy will need to invest nearly 3.5% of GDP per year (USD 4.2trn) to future-proof social, transport, energy and digital infrastructure against megatrends such as urbanization, supply chain disruptions and AI-driven digitalization.

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  Atradius

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  Coface

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  Credendo

  ➦ Angola: Fuel subsidy reforms spark civil unrest
  On 4 July, as part of the Angolan government’s fuel subsidy reforms, diesel prices were increased by 33%.

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  EXIM

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  Goldman Sachs

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  Marsh

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  Wells Fargo

  ➦ USA: Proceed with caution
  International: Soft Spots and Strong Prints in Global GDP Data

  ➦ France’s fiscal challenges should have limited Eurozone impact
  French political and fiscal uncertainties have resurfaced in the past week, with PM Bayrou calling for a confidence vote on September 8 in an effort to consolidate support for the government’s budget proposals.

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  World Economic Forum

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  Risk Maps