Credit Risk Insurers & Bank News

9 March 2026

Updates every Monday.

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  Allianz

  ➦ Closing the gender income gap: from paycheck to pension
  Gender gaps narrow when work intensity, career continuity, and capital accumulation align.

  ➦ Conflict in the Middle East: Implications for markets and macro
  Reviewing recent geopolitical events and their market impacts – across equities, yields, oil, FX, gold, and IG spreads – offers a useful lens for assessing impacts of the current conflict on macroeconomics and markets.

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  Atradius

  ➦ Understanding the evolving situation in the Middle East
  The impact on the global economy and markets will very much depend on the duration and intensity of the conflict.

  ➦ EU-Mercosur, interim application brings forward trade opportunities
  The signing of the EU-Mercosur Partnership Agreement in January and the provisional application of the Interim Trade Agreement in February are major milestones for trade between the EU and Mercosur, but still not the final destination.

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  Coface

  ➦ US: ‘reciprocal tariffs’ go away, uncertainty stays
  The Supreme Court’s decision is a political setback for the US administration. However, the United States still has many levers at its disposal to maintain high tariffs, prolonging uncertainty for businesses and global trade.

  ➦ Middle East escalation: Energy at the center, risks far beyond
  An extreme scenario of oil prices remaining above USD 100 per barrel would trigger a new surge in global inflation and would likely force central banks to reverse their strategy, moving from monetary easing to widespread tightening.

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  Credendo

  ➦ US and Israeli attack on Iran could have worldwide impact
  Although the duration and severity of the conflict remain uncertain, US President Donald Trump has stated that the campaign could continue for at least four weeks.

  ➦ Mexico: Decapitation of one of the most powerful and largest Mexican gangs likely to raise violence risk in coming months
  The initial spike in violence following El Mencho’s reported death is a typical cartel reaction to such news.

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  EXIM

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  Goldman Sachs

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  Marsh

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  Wells Fargo

  ➦ International: Eurozone | Australia | China
  Broader Disinflation to Keep ECB Asymmetry for Rate Cuts | Q4 Growth Recovery Expected, Driven by Consumption | Weak Consumer Spending and Subdued Export Prices Keep Deflation Pressures Present.

  ➦ Downside Scenario: EM Vulnerabilities to a Sustained Geopolitical Shock
  Should an affordability shock ensue from markets volatility and/or higher non-discretionary expenditures governments may be limited in their ability to respond via fiscal support.

  ➦ The Conflict with Iran: FAQ with the Team
  Emerging market economies are more exposed to events in the Middle East and have more exposure to two-sided risks, but under the assumption of only temporary market disruptions, we do not believe EM central bank preferences for rates are set to change.

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  World Economic Forum

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  Risk Maps